End of the financial year is always a busy time for tax managers in financial services. But this year things are substantially harder with the disruption caused by COVID-19.
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A lot has been said about advice businesses experiencing a surge in demand for their services as they support clients through matters relating to early access to superannuation, redundancy, life insurance, pension minimums and more.
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In Part Two of our Future of Advice discussion with Allison Dummett from Matrix Planning, we explore the influence of regulation and technology on the financial advice industry.
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