Quality of Advice Review

The Quality of Advice Review has changed the landscape for financial advisers in Australia.

In this section, our technical team explores the latest updates and implications. Whether you’re looking for a clear understanding of regulatory changes, strategies for compliance or insights into how they affect your business, you’ll find helpful resources here.

Information for advice professionals only.

11 Sep 2024

Ep 110: Has recent regulatory change been an unqualified success?

In this quarterly regulatory and legislative update, we look at what changes will come through form his first tranche, when they take effect, and what impacts or opportunities they present. We will also look at what’s expected in the second tranche, and provide an overview of other changes making their way through Parliament.

Webinar

09 Aug 2024

Has QAR tranche 1 been an unqualified success?

The first tranche of reforms from the Quality of Advice Review has passed through Parliament, received Royal Assent, and is now law. But has it been an unqualified success?

Podcast

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05 Jul 2024

BT Adviser Sentiment Index 2024

In this year’s BT Adviser Sentiment Index, we spotlight the topics that matter to our adviser community, including QAR and cyber security.

PDF

05 Jun 2024

Keeping it R.E.A.L.

Regulations, Education And Legislation. As we approach the mid point of 2024, this session will focus on the current regulatory environment facing financial advisers.

Webinar

09 May 2024

Ten years on, advice reaches an inflection point

We are at an exciting point in the evolution of advice. Over the past ten years, difficult but sometimes necessary reforms have been implemented.

Technical resource

19 Apr 2024

A quark in the process

Not a quirk, but a quark – a fundamental constituent of matter. And in this case, what matters is getting the Quality of Advice Review legislation correct. In this podcast we look at the first tranche of the quality of advice review measures that has hit parliament in the form of a Bill.

Podcast

19 Apr 2024

Are we headed for better days?

A lot has been discussed in the first quarter of 2024. There have been discussions on the Quality of Advice Review, adjustments to tax cuts and changes to contribution caps.

Webinar

09 Feb 2024

24K clarity in 2024

In pursuit of perfection, is 2024 the year to make a real difference – both for clients and for advisers? Five years on from the final report of the Financial Services Royal Commission,

Podcast

18 Jul 2023

The Government responds to the Quality of Advice Review recommendations

On 13 June 2023, the Federal Government formally responded to the Final Report of the Quality of Advice Review, which was finalised in December 2022 and released publicly in February 2023.

Article

16 Jun 2023

What does the Government’s QAR response mean?

On 13 June 2023, the Federal Government formally responded to the Final Report of the Quality of Advice Review. In this podcast, we look at the Government’s response and what this means for advisers and the way advice may be delivered into the future.

Podcast

29 Mar 2023

Working together to help people build a better financial future

In the wake of the Final Report from the Quality of Advice Review, Matt Rady, CEO at BT, outlines why its incumbent on the industry to work together to push for meaningful reforms to financial advice to help people build a better financial future.

Article

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