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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.
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.
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
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?
Take our free health check to assess the gaps and opportunities in your business.
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Our Gap Analysis is proven to get results.
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