Articles by Penny Pryor

Advice fee deductibility guide issued

May 26, 2025

Financial advice fee, tax deductibility, guide, tax deduction, Financial Advice Association Australia, FAAA, Chartered Accountants Australia and New Zealand, CAANZ, CPA Australia, Institute of Public Accountants, ATO, Taxation Determination 2024/7, Sarah Abood, Phil Anderson

New joint guidance outlines three means by which advisers can calculate the apportionment of financial advice for tax purposes.

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Features

Retaining a piece of the sector pie: SMSF awards 2017

February 2, 2018

Krystine Lumanta & Penny Pryor

According to the ATO’s figures at the end of September, the SMSF sector is fast approaching $675 billion in assets, with 600,000 SMSFs made up of 1.1 million members.

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