About Us

To thrive in a rapidly changing industry, you need to align yourself with the right people and partners; those who can provide support where it’s needed and who are committed to working actively with you to keep you ahead of the curve.

Licensee Select works with business owners who run their own Australian Financial Services Licence (AFSL), providing them with access to a range of quality dealer services to help them reach their full business potential. With a wealth of experience, we know that business owners want choice, flexibility and support navigating through regulatory change, whilst also having access to a community of like-minded businesses.

As a member of the Licensee Select community, you have the ability to select from a range of market-leading practice services designed specifically to increase the efficiency and value of your business, whilst continuing to provide quality advice to your clients.

Our tailored practice solutions

Our vision is to deliver market leading practice management solutions and efficiencies to protect and grow wealth management practices.

By partnering with Licensee Select you gain access to a range of support and solutions to assist your practice, these include;

  • Licensee governance
  • Risk management and compliance
  • Research and strategy
  • Professional development
  • Technical
  • Strategic consulting program
  • Marketing services
  • Financial planning software

To learn more about the support and solutions we can provide your practice, please view our Self Licensed Solutions offer document.

For more information please contact Adam McGuren, National Manager Licensee Select on 0421 616 591 or email adam.mcguren@btfinancialgroup.com

Accountants Licensing

OVERVIEW OF THE REFORM
From 1 July 2016 the accountants' exemption, allowing advice to be provided on the establishment and winding up of an interest in a SMSF without a Financial Services Licence, will be removed.

This means that if you wish to continue to provide this advice to your clients, you must be appropriately licensed under the AFS licensing framework.

OBTAINING A LIMITED LICENCE
Accountants & other advisers can apply through ASIC for a limited Australian Financial Services Licence (AFSL) from 1 July 2013.

Licence Application and Variation Support
Licensee Select can help you step through the process of applying for your AFSL and work with you to ensure that the process is managed in the most streamlined manner as possible & that disruptions to normal operating rhythm are minimised.

Should you need to vary your AFSL due to a change in the services your business provides, we will assist you in submitting your variation application to ASIC. As with the application process, our involvement is designed to provide a streamlined outcome when liaising with the regulator.

RUNNING YOUR OWN LICENCE
Once granted, a limited AFSL enables you to provide a range of SMSF and 'class of product' advice, however you are responsible for ensuring compliance with the licence obligations and meeting the relevant requirements of the Corporations Act, including the conduct and disclosure obligations, and licensing conditions.

For more information on accountants licensing services, email accountants@btfinancialgroup.com, or contact (02) 8253 1608.

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