Advice Evolution: The Future of Financial Advice

National Conference 2025

Join renowned industry expert Ben Marshan as he explores the transformative changes brought about by the Quality of Advice Review, with a particular focus on the upcoming Tranche 2. In this session, Ben provides insights into the potential impacts on the financial advice profession, including how you can start preparing today for the evolving regulations and how you can reshape the delivery of advice. 

This session equips attendees with the knowledge and strategies needed to stay ahead of regulatory shifts, ensuring they are prepared for the future of financial advice. Engage in a forward-looking discussion about the future of quality advice in the financial services profession. 

By watching this session, you will be able to:

  • Gain a deeper understanding of the potential impacts of the Quality of Advice Review on compliance standards and the future delivery of financial advice.
  • Learn strategies to help you navigate and adapt to evolving regulatory shifts in your practice.
  • Equip yourself with forward-looking insights to ensure your advice practice remains compliant, innovative, and prepared for future industry changes.
 

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association