Retirement  SEAN HOWARD | SUNDAY, 7 AUG 2022 The Home Equity Access Scheme (HEAS) provides support in the form of a reverse mortgage type loan paid fortnightly to people who qualify for the Age Pension and own property in Australia. Read more Taxation & Estate Planning  DANNY ADNO | SUNDAY, 14 AUG 2022 There are significant advantages in incorporating testamentary trusts in Wills. Read more  LETTY CHEN | FRIDAY, 19 AUG 2022 Cryptocurrency pricing has always been something of a roller coaster, though with the most recent drops in value, potentially resulting in substantial losses for some-at least on paper-it is timely to consider some crypto tax implications. Read more Applied Financial Planning  SAPNA GOUNDAN | MONDAY, 29 AUG 2022 What exactly is the difference between personal and sensitive information? This paper looks at what the Privacy Act is and how businesses can comply with privacy laws. Read more   MATT MANNING | FRIDAY, 30 SEP 2022 This paper discusses the financial advice opportunities that arise as a result of a client having a baby, including financial support from the government, the financial aspects of childcare and family assistance payments. Read more  ASHLEY MURPHY | FRIDAY, 7 OCT 2022 For Americans moving to Australia getting 401(k) accounts and Individual Retirement Accounts (IRAs) out of the United States and into Australia is top of mind. This paper explains how to move US retirement accounts back to Australia whether you are ... Read more Investment  IAIN NORTH , CHRIS MCAVOY | FRIDAY, 2 SEP 2022 Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2 ... Read more Compliance  CLARISSE BERENGER | FRIDAY, 23 SEP 2022 Providing a client with the necessary disclosures in cases where time critical advice is required can be likened to a rush hour drive-through order. The hungry customer orders and is served up the 'essential' beef burger patties immediately, but follows ... Read more |
Latest News
Adviser fakes exam certificate, cops ASIC ban
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
Goldman Sachs ditches robo-adviser Marcus Invest
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
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.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
