This online toolkit is to support everything you need to get started and what you need to know. Also covers navigating the advice process, step by step and writing your first SoA.

This toolkit contains:

Access to a three part webinar series:

  • Part 1 - Things you need to know and things you need to do (full of practical tips to get you started).
  • Part 2 - SoA writing (Stage 1): Scoping advice, appropriate advice (run jointly with Holley Nethercote).
  • Part 3 - SoA writing (Stage 2): Completing a fact find, generating an advice document.

Access to an online Resources Library:

This includes:

  • Advice guidelines and policies - You will have access to advice guidelines and policies applicable to Limited AFS and the costs of advice you provide.
  • Fact find
  • SoA templates (SMSF set up, contributions and pension SoA).
  • Referrals guide
  • Client communications kit

Learning objectives

  • Develop a deeper understanding of your compliance obligations and the advice process under your limited license.
  • Learn how to write your first Statement of Advice.
  • Understand and apply Best Interests Duty and the seven safe harbor steps.
  • Learn how to write a Better Position Statement.
  • Understand super switching and how it applies to you and your clients.


The first 50 CPA Australia Public Practice Certificate holders to purchase a Licenced accountant’s toolkit will have access (via webinar) to a complimentary consultation with Licensing 4 Accountants which includes:

  • 1 hour  of one on one assistance to understand what is required in writing the first Statement of Advice.
  • up to 1 hour of Para planning support to commence the drafting process of the Statement of Advice.

Offer is only available when you purchase the Licensed accountant’s toolkit.


This toolkit is suitable to all public practitioners with a limited AFS license, Authorised Representatives of the limited AFS license, Responsible Managers, practice managers and office managers. 

365 Days