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We have deep experience and an unmatched passion for improving the value of our advice and finding practical solutions for our clients.
Implementing the New AI Usage Policy for Financial Advice Businesses.
Join us for a comprehensive session featuring experts from Finura Group, Tangelo Advice Consulting and The Cyber Collective as we navigate the complexities and opportunities of AI integration within the financial advice sector.
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.
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.
A Virtual COO could be what your advice business needs.
One of the really satisfying things about the work we do with our clients in Tangelo is we effectively become part of the team; we can effectively be your ‘Virtual COO’ for at a price that is fair and less than the cost of a fulltime FTE.
February top 3 actions for AFSLs
With the holiday season behind us its now time to start planning for 2024. AFSLs need to plan for and take action on some tasks which were announced last year. Whilst we have focused on the top 3, January is also a good time to:
o Assess and develop your cyber plan (Cyber resilience good practices | ASIC)
o Budget for ASIC levies
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