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Digital advice and the impact of the QAR

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Manage episode 377533878 series 3420709
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

George Haramis, CEO of moneyGPS and accountantsGPS, joins the SMSF Adviser Show to discuss the impact of the government’s response to the Quality Advice Review (QAR) and the future of digital advice in Australia.

Mr Haramis touches on the progress of the proposed digital advice association and whether the government’s slow progress on the QAR has had an impact.

He also covers the role of super funds in advice and whether they can plug the advice gap, as well as exploring some of the broader impacts of the QAR such as the yet-to-be-accepted good advice standard.

Mr Haramis then touches on moneyGPS’s white label digital advice product for super funds, boutique AFSLs, larger AFSLs and accounting firms before giving a preview of what to expect at the SMSF Adviser Technical Strategy Day 2023.

  continue reading

121 episoder

Artwork
iconDel
 
Manage episode 377533878 series 3420709
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

George Haramis, CEO of moneyGPS and accountantsGPS, joins the SMSF Adviser Show to discuss the impact of the government’s response to the Quality Advice Review (QAR) and the future of digital advice in Australia.

Mr Haramis touches on the progress of the proposed digital advice association and whether the government’s slow progress on the QAR has had an impact.

He also covers the role of super funds in advice and whether they can plug the advice gap, as well as exploring some of the broader impacts of the QAR such as the yet-to-be-accepted good advice standard.

Mr Haramis then touches on moneyGPS’s white label digital advice product for super funds, boutique AFSLs, larger AFSLs and accounting firms before giving a preview of what to expect at the SMSF Adviser Technical Strategy Day 2023.

  continue reading

121 episoder

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