All Articles tagged with 'Michelle Levy'

You are in Posts tagged 'Michelle Levy'

DBFO legislation – a plain English framework for adviser implementation

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Perpetual Investments

In recent times, few topics have dominated adviser consciousness – and industry media coverage – as much as the Quality of Advice Review (QAR), one of the most significant consumer

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02 Sep 2024

DDO phase 2 – adviser compliance ‘need to know’

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Perpetual Investments

From a consumer protection perspective, the Design and Distribution Obligations (DDO) regime, which came into effect in October 2021, represents one of the most significant regulatory reforms of recent years.

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05 Jul 2023

Levy to head all-star cast to dissect Government’s response to QAR

From SMSF Association

The SMSF Association has scored a major coup in having Michelle Levy, Allens Partner and lead author of the Quality of Advice Review (QAR), discuss the Federal Government’s response to

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05 Jul 2023

“Once in a generation” opportunity to improve the financial advice system

From SMSF Association

The recommendations of the Quality of Advice (QOA) Review will make financial advice more accessible and affordable for consumers. That was the consensus of four industry experts at a Q-and-A session

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01 Mar 2023

NALE – solving a problem that no longer exists

From SMSF Association

The Federal Government’s non-arm’s length expenditure (NALE) consultation paper fails to address the problems caused by the 2019 amendments, the SMSF Association’s Deputy CEO / Director of Policy & Education, Peter Burgess, told

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23 Feb 2023

Practical ways to build a sustainable risk advice proposition in a post-QAR world

From AdviserVoice - This Risk article is proudly brought to you by Zurich

Commissions retained but the challenge remains The long-awaited final report for the Quality of Advice Review – authored by Michelle Levy – was publicly released at the start of February

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21 Feb 2023

National Conference panel to examine the role of accountants in Quality of Advice Report

From SMSF Association

The decision by the Quality of Advice Review to largely overlook the role of accountants in delivering financial advice will be a hot topic when a four-member panel examines the

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17 Feb 2023

Lifespan welcomes key aspects of Quality of Advice Review, but urges caution

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has welcomed key aspects of Michelle Levy’s Quality of Advice Review recommendations, and her bold approach, but says deeper

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14 Feb 2023

Michelle Levy headlines expert panel at the National Conference

From SMSF Association

The landmark Quality of Advice Review final report released yesterday will be the headline act at the upcoming SMSF Association National Conference where review lead and author Michelle Levy will

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10 Feb 2023

It’s time to deliver Australians the financial advice they want

From JAWG - Joint Associations Working Group

The Joint Associations Working Group, consisting of 13 financial services industry associations who share a common goal to make quality financial advice more accessible to the community, welcomes the release

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10 Feb 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]