What does 2015 hold for financial advisers providing tax advice?

26 May 2015 07:35

If you are a financial adviser who wants to continue to provide tax advice to clients but have not yet registered with the TPB, then you need to do so this year as you cannot use the “disclaimer exemption” after the end of 2015. Also, the transitional arrangements provide considerable incentives to advisers who register early.

If you have already registered with the TPB, then you need to be aware of your ongoing conduct obligations under the legislation and the future need to register your employee advisers.

We have set out all of the TASA requirements for financial advisers in the May 2015 edition of our e-book “TASA FOR FINANCIAL ADVISERS“.

Source: Holley Nethercote

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