The record of advice relief measure is extended to April 2022, as well as the “time critical” relief measure that gave financial advisers additional time to give their cl...

The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....

The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that needed advice due to the impact of COVID-19 has been ...

Responding to adviser submissions, the Australian Securities and Investments Commission has confirmed it is considering providing regulatory relief so that advisers can p...

The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments Commission delivered a templated re...

Superannuation funds would be able to deliver advice around the questions most asked by members via a record of advice under a proposal being backed by the Association of...

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...

Colonial First State’s record of advice (RoA) enhancements has helped drive a 10 per cent jump in adviser usage....