2020 CEO Update #28, 28 October - October Compliance Meeting

from Advice Evolution - Non Weekly Update · host David Harris

Advice Quality is generally good Quality review program Advice training and monitoring program No Scores Whole file Note if not on Worksorted OSA does not need to be itemised Trust and SMSF, entities Pre advice documents Working papers Insurance OSA and FDS SMSF prefer 2 SOA

Episode metadata supplied by the publisher feed · Published Oct 27, 2020

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2020 CEO Update #28, 28 October - October Compliance Meeting

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