MM Newsletter
09 Feb 2023
Latest News
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INDUSTRY NEWS
No need for SOA unless requested: Levy

In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements.

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INDUSTRY NEWS
Levy 'convinced' digital advice can solve accessibility issue

With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency.

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INDUSTRY NEWS
What does QOA say about five key advice issues?

From Statements of Advice to digital advice to superannuation, what does the final QOA report say about five key financial advice issues?

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INDUSTRY NEWS
How quickly can the QOA recommendations be enacted?

Rushed commencement of measures that require systemic changes could “lead to errors”, according to Michelle Levy, but others such as advice from superannuation funds could commence shortly.

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INDUSTRY NEWS
Jones reacts to QOA final report

Minister for Financial Services, Stephen Jones, has reacted to the final report of the Quality of Advice Review.

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INDUSTRY NEWS
QOA review moves to empower super funds

Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advice Review.

Expert Analysis
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INDUSTRY NEWS
Is your client required to lodge a tax return?

When entering paid employment, it’s not long before we are told that we’ll need to lodge a tax return but there are times when a person will be excepted.

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