Financial advisers who provide clients with tax advice, including noting tax implications when accessing superannuation, will soon need to complete a course devised by the Tax Practitioners Board (TPB). While the application of the Tax Agent Services Act 2009 (TASA) to financial planners is pending but still far from resolved, the TPB has wasted little
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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