Industry Expertise, Unparalleled Service
We have deep experience and an unmatched passion for improving the value of our advice and finding practical solutions for our clients.
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.
Growth mindset and ignoring the noise
“Ignoring regulatory distractions and focusing on business procedures is key for advice practices to maintain a growth mindset," according to AFSL consultancy Tangelo Advice Consulting” reports Professional Planner. Tangelo’s Selin Ertac and Conrad Travers spoke at the recent SMSF Association National Conference in Brisbane.
Tangelo Talks: What is the Pro Bono Advice Network
We all know that the power of good financial advice.
Tangelo's Conrad Travers spoke with Nicola Beswick of FMD Financial about the Pro-Bono Advice Network which is doing incredible things for Australians in their time of need.
To learn more and get involved visit www.probonoadvice.com
Understanding the tax deductibility of advice fees
“The thing that’s exciting for me is that I think advisers are giving advice on taxation more than what they think. Most superannuation advice will be deductible,” Mr. Travers said.
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