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.
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.
Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.
In the latest episode of “Tangelo Talks” Conrad Travers sits down with TPD and Injury claims specialist Andy Reynolds (also a practicing financial adviser) to talk through some of the myriad traps advisers and lawyers who don’t understand this area thoroughly can fall into, for example, Centrelink and tax implications.
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.
Are you one of the 89% of the Licensee population who hasn’t lodged a breach report to ASIC?
ASIC’s Report 775 released on 31 October shows that only 11% of licensees have lodged a report. This is a surprisingly low number and suggests that some licensees may not have in place the systems and processes required to detect and report breaches. Do you?
7 deadly sins and the advice process
What do the Seven Deadly Sins have in common with the Advice Processes? We explored the common sins we see causing ineffective advice processes and what businesses should be focusing on.
Take our free health check to assess the gaps and opportunities in your business.
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