Kevin Smith Chief Executive Officer, The Professional Super Advisers Pty Ltd Kevin Smith is senior financial adviser with Swanton and Davidson Securities Pty Ltd. He has over 15 years of experience in the industry including numerous adviser and client presentations as well as devising appropriate strategies for clients. He has been involved in lobbying the government and is often quoted in national newspapers and industry magazines. Kevin is a Fellow of the Institute of Chartered Accountants and, prior to joining Swanton and Davidson, worked for KPMG, MLC, Rothschild and BT. He was also a co-author and the driving force behind CCH publishing the BT Super Book and was previously the chairman of the Rothschild Staff Superannuation Fund.
KEVIN SMITH | SUNDAY, 1 JAN 2006 This article looks at the window of opportunity for self managed superannuation funds (SMSFs) to commence the payment of a defined benefit pension on or before 30 June 2005. Superannuation law was amended in the May 2004 Federal Budget to stop small ... Read more PAGE: 1 |
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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.