Ongoing Service Agreement (OSA)

Under legislation, advisers must request their clients who pay an ongoing service fee to agree to renew their advice agreements every 2 years, through an ongoing service agreement.

RECENTLY ADDED

Investments|

Financial Planning for Australian Families: Balancing Needs and Wants

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Superannuation|Tax|

Why Superannuation is the Most Tax Effective Investment

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Lifestyle|

Your Guide to Financial Readjustment: Tips for Australian Expats Returning Home

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Retirement|

Planning for Retirement at Different Life Stages: 20s, 30s, 40s, and Beyond

November 10, 2023