Proposed Tranche 2 changes are worth understanding now - because when they land, it's your record-keeping process, not your advice, that changes first.

ASIC's positivity towards AI will mean some procedural and documented operational change - get it right now, and you will be setting yourself up for efficiency, security and success.

A clear majority of practices using AI still don't have a formal policy governing how it's used. That gap is where real risk lives.

If you work around software, you've probably heard people mention integrations. It sounds technical, but the idea underneath it is actually really simple.

If you are like a majority of advice firms, email communication with your clients is key to your record-keeping and noting requirements. Here's how Email Integration works in the major advice software's: XPlan, AdviserLogic and Midwinter (AdviceOS).

Most small advice practices don't lose leads because they're bad at advice - they lose them because they are inefficient with their lead process and it's fixable with these things: a single place to capture leads and track interactions, and a faster path through the engagement and TPA stage that usually kills momentum.