Ongoing Fee Arrangements and Fee Disclosure Statements, Explained
What changed in 2025, the annual consent window, the records to keep and a yearly checklist with a worked example.
Practical thinking. For advice firms.
Plain-English guides to the work between the first meeting and implemented advice: checklists, worked examples and the questions to ask of any software, organised by topic.
The library
Find your next useful read. By topic.
File Notes for Financial Advisers: Template and Example
What a good file note records, a copyable template, a worked example and the checks an AI-drafted note needs.
What Is a Statement of Advice (SoA)? SoA vs RoA
When an SoA is required, what goes in it, when a Record of Advice applies and what drives preparation time and cost.
Best Interests Duty and the Safe Harbour Steps
The seven steps, what is changing, and the evidence to keep at each step, with a fictional well-documented file.
AI for Financial Advisers in Australia: A Practical Guide
Where AI helps, what stays with the adviser, what ASIC and the OAIC have said, and a checklist for any AI tool.
CRM for Financial Advisers in Australia: How to Choose
What an advice firm needs from a CRM, the main types of system, data ownership, and checklists for choosing and moving.
Practice System vs AI Notetaker: Which Does Your Firm Need?
A fair comparison of the two kinds of tool: scope, where data lives, approvals and cost models, and when each fits.
The Financial Advice Process, Stage by Stage
The eight stages from first meeting to implemented advice: what each produces, who decides and the three approvals to keep separate.
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Videos
Short how-to videos. Coming soon.
Walk-throughs of the advice journey and how approval works, recorded with example data.
Questions
Questions about the guides. Straight answers.
01Are the guides specific to Bunya?
Most are product-neutral. They cover the work, the checks and the questions to ask of any software. Where Bunya is relevant, the guide says so in its own section.
02Who are the guides written for?
Principals, advisers, paraplanners and practice managers in Australian advice firms, and anyone evaluating advice software.
03Do the guides include real client results?
No. Worked examples are illustrative and use fictional details. Customer results appear only in customer stories, with their source.