The Delivering Better Financial Outcomes (DBFO) Tranche 2 exposure draft has been released, signaling significant changes to financial advice documentation.
Join Plutosoft’s Vincent Holland and financial services lawyer Shelly Radford for an in-depth discussion on what the proposed reforms could mean for financial advice practices. We’ll break down the key changes, share practical insights, and help you get ahead of the transition.
What We’ll Cover:
✅ The key takeaways from the DBFO Tranche 2 exposure draft
✅ How the new Client Advice Record compares to traditional SOAs
✅ Practical steps advisers can take now to prepare for the potential changes
✅ Frequently Asked Questions
Wednesday 30 April | 11 am AEST
