Are you seeking clarity on providing advice under the new licensing regime post 30 June 2016?

We have a practical online toolkit to support you step by step in this new environment.

This online toolkit gives you exclusive access to a recorded webinar and an online resource library to help you understand your boundaries. 

The Unlicensed Accountant’s toolkit contains:

Access to the “Licensing – Know Your Boundaries” webinar
This webinar presented by Kath Bowler, a leading expert on licensing for accountants, explains:

  • Where the licensing boundaries are for licensed and unlicensed advice
  • What your obligations are for unlicensed advice
  • What your obligations are for licensed advice
  • Role plays of how your conversations need to change for both licensed and unlicensed scenarios

You can also obtain 1.5 CPD points by successfully completing the assessment.

Access to a Resource Library
The online resource library includes:

  • A referrals guide to help put you in the driver’s seat with your future referral arrangements
  • A client communications letter for unlicensed accountants to help you develop the art of conversation so you can easily communicate licensing changes with your clients
  • FAQ guide to assist you in answering common client queries
  • Over a dozen client letter templates designed to assist public practitioners providing factual information in an unlicensed capacity. These templates have all been reviewed by a financial services legal specialist (Holley Nethercote) and the Letter of Engagement considers APES 305 compliance

Learning objectives

  • Know how to confidently change your conversation with your clients in relation to the advice boundaries
  • Understand the boundaries between licensed and unlicensed advice
  • Understand and apply the key principles of best practice when giving advice.


This toolkit is suitable for all public practitioners and client facing staff, Responsible Managers, Practice Managers, Authorised Representatives and accountants who are unlicensed.

365 Days