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garrystone(I'm new)I'm new
28 Jan 2026

I am currently in the process of retiring, I am using a financial advisor to work out all pension entitlements and the best way to set me up financially for retirement.

Is her fee a tax deduction?

52 views
1 replies
52 views
1 replies

All replies

Bruce4Tax(Taxicorn)Taxicorn
28 Jan 2026

May be in part - you need to ask the advisor to split the invoice to show the amount that would be deductible according to the relevant ATO ruling.


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Is using a financial advisor to set up retirement income a tax deduction? | ATO Community