ifa - News and Insight for Independent Financial Advisers
WEBHolistic 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
WEB2 days ago — 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.
News for financial planners and advisers - ifa
WEBSep 20, 2024 — News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Barriers continue to keep older Aussies away from ‘golden ticket ...
WEB2 days ago — 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 ...
Submissions open for ifa Excellence Awards 2024 - ifa
WEBAug 13, 2024 — 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
WEBApr 3, 2023 — 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 a …
Latest Issue - ifa
WEBFor 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.
Webcasts - ifa
WEBJoin ifa, ICG AM and Janus Henderson for the latest installment of ifa live, where our leading panelists deep-dive into...
Podcast - ifa
WEBAug 28, 2024 — Podcast - A series of videos providing industry insights ideal for independent financial planners and advisers.
Finalists revealed for ifa Excellence Awards 2022 - ifa
WEBOct 5, 2022 — Stephen Jones. 9.7%. Luke Howarth. 46.4%. Neither. 43.9%. See details. Over 200 finalists are in the running to win an award at this year’s ifa Excellence Awards. ifa is pleased to unveil the finalists for the ninth annual …
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