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

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

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

Advice Evolution - CEO update, EO update, Inside Word

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

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