ifa - News and Insight for Independent Financial Advisers
网页Holistic advice growth stalls, but accounting model sees gains in 2024. Wealth Data has analysed the year-to-date shift in the number of financial advisers providing holistic advice.
Final determination on the tax deductibility of advice announced
网页11 小时之前 · The ATO's final determination confirms that financial advice fees for tax-related guidance are deductible under section 25-5 if provided by a Qualified Tax Relevant Provider (QTRP). However, it maintains that initial advice fees are considered capital expenses and are not deductible, while ongoing financial advice fees remain deductible.
Barriers continue to keep older Aussies away from ‘golden ticket ...
网页11 小时之前 · Barriers continue to keep older Aussies away from ‘golden ticket’ advice. While financial advice continues to be associated with positive outcomes for older Australians, new data has highlighted persistent concerns regarding the lack of appropriate support. With inflation pushing living costs higher, planning for the future continues to be ...
Industry relationships key for risk advice sector - ifa
网页11 小时之前 · A survey conducted by Risk Hub revealed that 43 per cent of advisers are looking to increase their focus on risk advice. With just 480 advisers writing half of all new business in 2023, according to a report by Adviser Ratings, this increased interest is a welcome shift. In a recent opinion piece published on ifa, Risk Hub founder Marc Fabris said the renewed interest in risk advice highlights ...
‘Opportunities are massive’: The case for entering advice
网页1 天前 · news. September 24, 2024 By Keith Ford. Speaking to an audience of prospective advisers at a Striver Brimstone event in Sydney on Monday, Rachel Bell, training and relationship manager at Sustainable Life Solutions, said the pathway to owning your own advice firm can be an attractive option. “The opportunities for advice are massive.
News for financial planners and advisers - ifa
网页5 天之前 · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Submissions open for ifa Excellence Awards 2024 - ifa
网页2024年8月13日 · The unparalleled ifa Excellence Awards is returning for its 11 th year, with support from principal partner Padua, to recognise independent financial advisers and their practices as well as the top businesses and professionals in the financial services sector across Australia.. Submit an entry or nominate a worthy colleague or business by Thursday, 12 September 2024, for the opportunity to be ...
FPA and AFA officially merge to become the FAAA - ifa
网页2023年4月3日 · The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have legally completed their merger to form the Financial Advice Association Australia (FAAA). In a statement issued on Monday, the FPA and AFA confirmed that from 3 April 2023, their staff will come together as …
‘Enough space’ for independent advice and institutions - ifa
网页2024年2月15日 · There has been considerable concern from advisers following Financial Services Minister Stephen Jones’ December announcement that banks and superannuation funds will be invited back into the financial advisory field as part of the Quality of Advice Review (QAR) reforms. Speaking on a recent ifa podcast, chief executive of the Financial ...
Latest Issue - ifa
网页For over 14 years ifa magazine has been the trusted source of information for Australia's financial planning sector. From business growth strategies and best practice to market intelligence, insights, opinion and all the latest industry news, ifa magazine is the must-read title for Australian financial planners and advisers. subscribe now.
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