Phil.Anderson's avatar
Phil.Anderson
Icon for Advisely Partner rankAdvisely Partner
11 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
11 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
11 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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