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Limited Licensees and Accountants

Accountants

Whether you’re an accountant with a Limited Licence, a licensee with an accounting division, or an organisation that supports accountants, we have a range of ‘off the shelf’ solutions, or can tailor something to meet your needs.

For the last 20 years, we have been assisting the professional accounting bodies (such as the CPA) with guidance and resources for their members.  In November 2019, we acquired the consultancy business – Licensing for Accountants, allowing us to expand the services and support we provide licensed accountants (including those who are applying for or wanting to vary a Limited Licence).

We have developed industry guides for the major professional accounting bodies and developed a suite of unlicensed accountant support materials for both the professional bodies, and other organisations that provide support to the accounting industry.

How we can help

  • Apply for or vary a Limited Licence
  • Customised SOAs for accountants, including those operating under a Limited Licence as well as those with reduced authorities
  • Guidelines, tools and policies for licensed accountants, and integrated practices
  • Consulting workshops for integrated practices
  • Resources and guides for unlicensed accountants

Useful resources for Accountants

Blog update
Blog update
How Legal are your Corporate Authorised Representative / Authorised Representative Agreements? Take the Quiz

In October 2016, we published a brief article entitled “Is your Standard Form Contract bullet proof?”.  That article was prepared immediately prior to the changes to the Unfair Contracts regime…

Webinar
Webinar
Webinar: AML/CTF for Advisers - Your practical guide on what licensees & advisers should be doing

Most advice firms are aware that they have AML/CTF obligations, but aren’t always 100% exactly what those obligations are.   Using a case study example, we’ll walk through the nuts…

Blog update
Blog update
Establishing an SMSF – 7 reasons to use a corporate trustee

Like most professional advisers, we are strongly of the view that a self-managed superannuation fund ("SMSF") should have a corporate trustee. This article looks at the trustee requirements for SMSFs…