Resources
ArticlesPlain-English guides for people who have to answer for AI in their firm.
What APRA's April 2026 AI letter means for your board
APRA's letter on AI governance and what boards need to know.
What to put in an AI use register
A practical guide to documenting every AI use in your firm.
How to check an AI-drafted SoA before you sign it
A checklist for advisers reviewing AI-generated advice documents.
What a bordereaux audit trail should show
How to document bordereaux reconciliation for capacity providers.
Submission intake: build, buy or both?
When to buy off-the-shelf and when to build custom intake workflows.
Shadow AI: how to find it
How to discover unapproved AI tools in your organisation.
How to work out what an AI workflow is worth before you build it
A one-page template for baseline and target measurements.
Questions to ask any AI vendor
Essential due diligence questions before buying or renewing.
Downloads · in preparation
Free AI governance check
15 questions.