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Evidencing tax deductibility of advice fees

Recorded live 26 Aug 2025
Tax administration

$300.00 +GST

Audience

This event is relevant for financial advisers and accountants working in public practice.

Audience

Learning outcomes

On completion, participants will be able to:

  • Understand deductibility of advice fees 
  • Calculate components of advice fees that are deductible, how to justify and provide evidence required 
Learning outcomes

Relevancy

This webinar was presented live 26/08/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.25 CPD hours
CPD hours

The ATO’s recent release of Tax Determination TD 2024/7, along with updated guidance from the FAAA, has clarified the rules around the deductibility of financial advice fees. In this practical webinar, we’ll unpack the latest guidance and outline the conditions under which individuals may be entitled to a deduction for advice fees under sections 8-1 and 25-5 of the Income Tax Assessment Act 1997. 

You’ll learn how financial advisers, accountants, and clients can work together to ensure that deductions are correctly assessed, appropriately documented, and aligned with ATO expectations. 

We’ll also introduce a purpose-built Excel tool designed to help you calculate and evidence the deductible portion of advice fees. Through case studies, we’ll demonstrate how the tool can support you apply a framework, populate an invoice template, and draft Statement of Advice (SoA) wording. You will receive access to this Excel tool to use in your own practice by registering for this webinar. 

Whether you’re an adviser, accountant, or tax practitioner, this session will give you the confidence and resources to navigate the new landscape of advice fee deductibility. 

Registration includes:

  • 1.25 hours on-demand event
  • 1.25 hours accredited CPD hour from the Financial Advice Association of Australia 
  • 3 months access to webinar recording, slides 
  • Downloadable tax deductibility of advice fees Excel tool and summary PDF guide 
Conrad R

Presented by

Conrad Gilbert
Professionalism & Ethics Adviser
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
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