Review of APES 230 Financial Planning Services
This project aims to review APES 230 Financial Planning Services to ensure that it remains appropriate in the midst of the significant developments, including legislative and regulatory changes, that have occurred and are ongoing in the financial services industry.
Related Documents:
Consultation Paper 01/19 Review of APES 230 Financial Planning Services (CP 01/19)| Comment | |
|---|---|
| CPA Australia | View |
| William Buck | View |
| CA ANZ | View |
| Bongiorno Wealth Management | View |
| IPA | View |
| AFA | View |
| R Brown & S Haddan | View |
| Pitcher Partners | View |
Project Stages
Board Papers 2019
Proposed CP 01/19 (BM 97 Nov 2019)
Draft CP 01/19 (BM 97 Nov 2019
Draft Taskforce minutes (BM 97 Nov 2019)
Royal Commission into Financial Services - impact (BM 97 Nov 2019)
Consultation Papers
Consultation Paper: Review of APES 230 Financial Planning Services
Board Papers 2022
Project update on APES 230 (BM 113 - Mar 2022)
APESB Submission to ALRC on Interim report A (BM 113 - Mar 2022)
Summary of other financial planning legislative and industry updates (BM 113 - Mar 2022)
Board Papers 2021
Project Update (BM 109 Sep 2021)
FSRC and Industry Updates (BM 109 Sep 2021)
Status of APES 230 Financial Planning Services (BM 105 Mar 2021)
CPA Australia Letter (BM 105 Mar 2021)
Royal Commission Implementation and Stakeholder Engagement (BM 105 Mar 2021)
High Level Comparison of FASEA Code and APES 230 (BM 105 Mar 2021)
Board Papers 2020
Project Update APES 230 Financial Planning Services (BM 104 Nov 2020)
Draft Flow Chart APES 230 Scope (BM 104 Nov 2020)
APES 230 Best Interest and Fees (BM 104 Nov 2020)
APES 230 CP 01/19 General Comments Table (BM 104 Nov 2020)
APES 230 CP 01/19 Specific Comments Table (BM 104 Nov 2020)
APES 230 Taskforce Meeting Minutes (Aug) (BM 104 Nov 2020)
Project Update APES 230 Financial Planning Services (BM 101 Aug 2020)
Exposure Drafts
There are no current exposure drafts for this project.
Project Status
Project not yet completed
APESB mobile app
Access APESB pronouncements on the go.
Register for APESB Updates
