Phil.Anderson's avatar
Phil.Anderson
Icon for Advisely Partner rankAdvisely Partner
4 months ago

30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!

Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business?  Have all y...
policy
mat.tenison3's avatar
mat.tenison3
Icon for Advisely Board rankAdvisely Board
4 months ago

Hi Phil, thanks for taking your time to answer these questions! Has the government provided any further information this year regarding what tranche 2 changes would look like regarding SOA's and the potential removal or amendments? Also, what do you think of the removal of the safe harbour steps and will it have a big impact on the advice process? 

Phil.Anderson's avatar
Phil.Anderson
Icon for Advisely Partner rankAdvisely Partner
3 months ago

Finally, rationalisation of advice documents is probably the most critical part of the DBFO reforms. We are optimistic that this will deliver a meaningful benefit to the advice profession. Once again, professional judgement, rather than a process based approach will be an important outcome.

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