Provisio SOA tool can test 'reasonable basis'BY BEN COLLINS | FRIDAY, 27 JUL 2012 11:55AMProvisio Technologies has released a comparison tool that it said can compare super funds and prepare statements of advice which are compliant with the 'reasonable basis' clause. |
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Featured Profile
David Sharpe
CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
It is great to see the increase in businesses offering scaled-down software offerings that can be used for low-cost advice businesses. The main step forward for these groups will be ensuring the produced template does not just include the financial data of the software but adequately produces a Statement of Advice document, straight "out of the box". Keep it Provisio and Midwinter!