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 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.

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

  • 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
If you thought that breach reporting was tough enough now…

Australia’s dob-yourself-in breach reporting is hard now, but things are about to get a lot harder. A new Bill (an exposure draft at this stage) seeks to amend the Corporations…

Webinar
Webinar: AFCA Complaints: How to navigate the process and learn from it

In this webinar, Holley Nethercote's Senior Associate, Rachel Erlich will share some practical tips to help you navigate your way through an AFCA complaint.

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…