Communications & Marketing SCOTT BREWSTER | THURSDAY, 11 JUN 2020 Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. Read more Ethics & Governance MICHELE LEVINE | FRIDAY, 26 JUN 2020 Regulators have focused intensely on 'fairness' following the numerous scandals involving overcharging, underservicing and poor customer outcomes that were laid bare in the Royal Commission into Misconduct in the Banking, Superannuation and Financial ... Read more Compliance JON IRELAND | FRIDAY, 10 JUL 2020 In response to recent market volatility and disruption, investment fund issuers and their boards have been reminded of their governance and conduct obligations in light of emerging liquidity risks. In addition, issuers and distributors will need to ... Read more Investment ANDREW LOCKHART | THURSDAY, 16 JUL 2020 Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistently low growth, finding reliable sources of return is becoming an increasingly difficult task. Read more JOHN FLYNN | THURSDAY, 30 JUL 2020 We view the potential for a systemic bank failure due to the coronavirus (COVID-19) economic shock as low. Today's banks are more resilient than in the past, given their robust capital positions and lower risk profile, not to mention supportive ... Read more Superannuation DANIEL BUTLER | FRIDAY, 24 JUL 2020 This paper examine what advice self-managed superannuation fund (SMSF) advisers can and cannot provide without 'stepping over the line' especially in providing taxation, financial product, or legal advice which they may not be permitted to p ... Read more Retirement MANSI DESAI | THURSDAY, 6 AUG 2020 From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when the exemption may not apply. Read more Applied Financial Planning SIMON RUSSELL | THURSDAY, 13 AUG 2020 The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to consumers for whom they are suited. The obligations will apply to a range ... Read more Taxation & Estate Planning LYNNE GIBSON , LETTY CHEN | FRIDAY, 21 AUG 2020 Expenses associated with the running of an individual's home are usually private and domestic and nature. However, deductions for 'home office expenses' may be available under section 8-1 and Div 40 of the Income Tax assessment Act 1997 ... Read more |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.