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Digital advice and the impact of the QAR

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Manage episode 377533878 series 3420709
Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

129 episode

Artwork
iconBagikan
 
Manage episode 377533878 series 3420709
Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

129 episode

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