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  • Tahn Sharpe

Start counting the ways AI can help an advice business grow

The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a “redefinition” of the sector according to commentators.

Tahn Sharpe | 23rd Nov 2023 | More
Upfront advice tax deductibility a possibility mid-2023 after four years of consultation

Back in 2019, then-FPA CEO Dante De Gori and Tangelo Advice Consulting’s Conrad Travers engaged the ATO to see if it would be open to updating guidance on the tax deductibility of upfront advice fees. By the middle of this year, we should see the outcome.

Tahn Sharpe | 18th May 2023 | More