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FAAA and accounting bodies team up for advice deductibility guidance
How to implement the ATO’s updated determination on the tax deductibility of advice fees has been a hot topic since the draft dropped 18 months ago, and the FAAA has now released a comprehensive guide breaking down exactly what advisers need to know.
In conversation with Tangelo Advice Consulting & Mandy Money
Empowering the Next Generation: How Mandy Money’s 'Real Life' Program is Building Financial Confidence
Thanks to a 2024 Future2 Foundation grant and supported by Tangelo Advice Consulting — that vision is now a reality through Real Life, an innovative new education program designed for 15–25-year-olds.
🎧 To dive deeper, listen to an inspiring conversation between Selin Ertac of Tangelo Advice Consulting and Barbara van der Merwe about why timely, targeted financial education is the key to stronger financial futures for all young Australians.
The Leadership Challenge: Building Self-Aware Financial Advice Practices
After working with over 50 advice businesses, industry expert Conrad Travers reveals that 60% of practices struggle with low awareness and capability. Discover why self-assessment is critical for success, how the top 10% achieve 'nirvana,' and what separates high-performing practices from those just 'fluking it.
Tangelo in discussion with Yourtoolkit.com for Future2.
Tangelo is a proud supporter of the Future2 Foundation. Future2 2023 grant recipient, @Yourtoolkit.com, is a remarkable cause, doing amazing things in the community. Yourtoolkit.com provides free web-based resources to help women who are escaping domestic violence. Currently, over 4,000 users visit the website weekly. An alarmingly high number given 46% of women facing abuse from a current partner never reach out for support and remain isolated behind closed doors.
Tax deductibility advice ‘a step in the right direction’
With an Australian Tax Office (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.
Expect spike in tech costs next financial year
“Advice firms have also been warned that technology and software costs will rise considerably in the coming financial year, likely to be well above inflation.” Tangelo’s Selin Ertac and Conrad Travers joined Finura’s Peter Worn to discuss tech for advice businesses.
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