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Top News In Tangelo Advice Consulting Today - Breaking & Trending Today

Ethical practices front and centre at the upcoming National Conference

There will be a strong focus on ethical behaviour at the SMSF Association National Conference in February. Offering valuable CPD hours, a wide array of speakers will address ethical issues through e ....

Selin Ertac , Conrad Travers , Peter Burgess , Nidal Danoun , Brisbane Convention Exhibition Centre , Prosperity Financial Services , Rogue Trustees , National Conference , Association National Conference , Level Up , Executive Director , Tangelo Advice Consulting , Cooleman Greig Lawyers , Consultant Lawyer , Brisbane Convention , Exhibition Centre ,

ATO offers guidance on deductibility of advice fees

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees. ....

Sarah Abood , Financial Advice Association Of Australia , Australian Taxation Office , Financial Advice Association , Tax Determination , Qualified Tax Relevant Providers , Tangelo Advice Consulting ,

The paraplanning piece in the financial advice puzzle

Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendations are implemented. ....

Melanie Drago , Hayley Knight , Contract Paraplanning Services , Advice Review , Paraplanner Hub , Tangelo Advice Consulting , Michelle Levy , Money Management ,

Will QAR drive greater paraplanner demand?

The Quality of Advice Review may be hoping to reduce regulatory red tape but the need for temporary support staff and paraplanners is on the rise as more advisers opt for a micro-AFSL structure. ....

Melanie Drago , Tangelo Advice Consulting , Paraplanner Hub , Advice Review , Wealth Data ,

Tax deductible advice 'a step in the right direction'

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 for the industry. ....

Conrad Travers , James Alsop , Financial Advice Association Of Australia , Financial Planning Association Of Australia , Australian Tax Office , Association Of Financial Advisers , Tangelo Advice Consulting , Financial Advice Association , Financial Planning Association , Financial Advisers ,