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S1E7 Tax Deductible Advice Fees with Conrad Travers
Manage episode 433078276 series 3591847
Вміст надано Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
The ATO's release of Tax Determination 2023/D4 in late 2023 was swept up in the QAR kerfuffle. But it's a big, positive change worth talking about.
'Tax deductible' advice fees has felt like a pipedream for financial advisers for a long time. But a committed group of professionals, led by the FAAA, have spent over four years on making it a reality.
So Nathan and Jordan invited Conrad Travers, a member of the group,on to the podcast to discuss just what it all means. They discuss:
- Where we were
- What's changed
- What advisers can start doing TODAY
- The opportunities, complexities and considerations that come with such a breakthrough.
- The novelty of a totally positive announcement in the world of financial advice regulation.
You can find Conrad on LinkedIn at https://www.linkedin.com/in/conradtravers/
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