Forum Discussion

Advisely Partner

2 years ago

What has been holding up the adviser registration process?

Part of the Hayne Royal Commission recommendations was to add a new registration process for advisers. You might wonder why, given that we already had a Financial Adviser Register. Well this regist...

compliance

policy

alex.burke

Advisely Team

12 months ago

Phil, this one had honestly slipped my mind for a bit due to all the delays. I'm still unclear on how the transition over to the ATO factors into this - do you anticipate any issues?

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Forum Discussion

What has been holding up the adviser registration process?

Free tool: 7 steps to automating your client review process

How to build a better client review process

Adjusting tax withheld in Xtools+

Human behaviours in the digital world should reflect what we do physically in the analog world.