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Showing 11 - 20 of 46 results for %22Michelle Levy%22

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
True to her word, Quality of Advice Review chair Michelle Levy's final report contains few surprises, however her recommendations include the introduction of both a Good Advice Duty and a Statutory Best Interests Duty. The 267-page final report ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR). At an event hosted by PritchittBland, Levy said almost all stakeholders are unhappy with the current system; financial ...

Treasury working on QAR, super tax concessions

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... final QAR recommendations, submitted to the government before Christmas, remain a mystery. However, last November Michelle Levy signaled that "no big surprises" should be expected outside of a few amendments. At the time, Levy confirmed she is scrapping ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... they're less confident," Stewart said. The moves to expand the fund's advice offering are taking place regardless of Michelle Levy's final Quality of Advice Review reforms. "We're doing a huge amount regardless because we believe in the ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... services laws," she commented. Abood explained the ALRC's review complements the Quality of Advice Review (QAR) led by Michelle Levy. Both reviews consider "equally vital and distinct elements" of the corporations and financial services laws applicable ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... increasing funds' ability to provide financial advice. This was one of the main proposals put forward by QAR chair Michelle Levy earlier this year. "Our hope is that through research like that which we're now undertaking, we can provide meaningful insights ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... incorporated into the quality of advice review. We passed on our LIF review results and data to the independent reviewer Michelle Levy and the Treasury Secretariat and the high-level results from the data collected," she said. "The advice reviews were ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... up there with our biggest numbers," she said. Broome highlighted timely regulatory sessions such as hearing from Michelle Levy just weeks out from the final Quality of Advice Review proposals and legislative updates in financial planning from ASIC, as ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. Speaking on the Financial Standard podcast, Levy ...