Description

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/

This Episode has been accredit for CPD

Link to Quiz: https://quiz.ensombl.com/NATH-25110419-26150001

Regulatory Compliance and Consumer Protection:0.25

Tax (Financial) Advice: 0.25