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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.

“I need technology to solve inefficiencies…I think?”
Case Study, Financial Advice Practices Guest User Case Study, Financial Advice Practices Guest User

“I need technology to solve inefficiencies…I think?”

We worked with a fantastic one adviser practice struggling with advice process, documentation and the value provided for clients.

Attempts to get guidance from their licensee and turning to a technology solution to generate filenotes quicker failed, as neither option was customized nor getting to the root of their problems.

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Get to the point - clear advice will win out
AFSLs, Financial Advice Practices, Regulatory Reform, QAR, Quality of Advice Review, Tangelo in the media Guest User AFSLs, Financial Advice Practices, Regulatory Reform, QAR, Quality of Advice Review, Tangelo in the media Guest User

Get to the point - clear advice will win out

Tangelo Advice Consulting’s Conrad Travers was quoted in Professional Planner’s coverage of the Quality of Advice Review discussion at the FAAA’s 2023 United Association Roadshow in May 2023.

Tangelo Advice Consulting principal consultant Conrad Travers predicted licensees would adapt and lift the supervision and monitoring frameworks in place to make sure the advice being given is clear. “I would recommend for new clients, even if they don’t ask for it, to give them a simple summary of the advice,” Travers said. “That could be five pages and make the advice really clear – what are you recommending and what are the next steps to the client. Beneath that, cover off the additional scenarios that you might have considered just in summary format, then the risks and the fees. If you do that, that’s best interest.”

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‘Game changer’ ATO consultation on advice fees launched
Tangelo in the media, Financial Advice Practices, Tax deductability, Advice Fees Guest User Tangelo in the media, Financial Advice Practices, Tax deductability, Advice Fees Guest User

‘Game changer’ ATO consultation on advice fees launched

Conrad Travers of Tangelo Advice Consulting has been working with the FPA to campaign for expanding tax deductions for financial advice fees. “We believe there is a strong case under both 8-1 and 25-5 for all financial planning fees to be deductible,” Travers says. “We believe that in our current environment, around 75 per cent of the strategies an adviser recommends have a tax component to them.” Travers says the firm looks forward to a potential win for advisers and their clients.

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Structural rethink needed for advice industry
Tangelo in the media, AFSLs, Compliance obligations, Financial Advice Practices Guest User Tangelo in the media, AFSLs, Compliance obligations, Financial Advice Practices Guest User

Structural rethink needed for advice industry

One of the interesting insights to come out of the ‘How to Regulate Advice session at Professional Planner’s Best Practice Forum was ASIC’s assessment that licensees themselves were being too conservative around policy guidance. That is, it was observed that licensees were going far beyond ASIC’s guidance, which in some circumstances had been to the detriment of scaled advice.

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Royal Commission recommendations are due for implementation in 2021 - have you prepared?
Tips, Compliance obligations, AFSLs, Financial Advice Practices Guest User Tips, Compliance obligations, AFSLs, Financial Advice Practices Guest User

Royal Commission recommendations are due for implementation in 2021 - have you prepared?

As part of the Royal Commission recommendations, there are a raft of changes coming our way, including independence declaration, the banning of advice fees inside MySuper products and the widening of reference checking processes industry wide. These changes will all require some level of action to accommodate, but there are two changes which we believe are most significant that licensees should start acting on now (if they haven’t already) which are the breach reporting and ongoing fee arrangement changes.

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