Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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Calls for new funding streams as FY27 CSLR advice levy hits $190.3m
The revised FY27 Compensation Scheme of Last Resort levy has fallen short of the $250 million worst-case scenario but has increased by $60 million from the initial estimate. The industry has called on the government to address funding shortfalls in a way that won’t impact advisers, as the subsector accounts for $190.3 million of the $198.1 million total.
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