S1E7 Tax Deductible Advice Fees with Conrad Travers

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