TAX DEDUCTABLE ADVICE

Financial planning

The Financial Advice Association Australia has released its pre-budget submission, including six key items to help reduce the cost of professional advice and increase its...

Financial planning

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....

Financial planning

With an ATO review underway to make financial advice tax deductible, Tangelo Advice Consulting’s Conrad Travers has reiterated why this would be a positive step forward f...

Financial planning

Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

6 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 18 hours ago