Recent changes in budget announcements, the end of the First Home Grant, and tax bracket adjustments have prompted the need for a thorough document review. In a recent survey, we noticed that only 40% of Financial Advice Providers’ websites have been updated to reflect these changes.

To address this issue, we at Strategi have developed a comprehensive checklist to assist businesses in updating their documents and keeping client information current. This resource is designed to help you identify and implement key changes efficiently.

Don’t risk providing outdated information to your clients. Ensure compliance and accuracy by downloading our free checklist now. Stay informed, stay compliant.