Mark Ratcliff Managing Director, Sequoia Superannuation Pty Ltd (at time of writing) Mark Ratcliff is a chartered accountant with a Masters in Applied Taxation from the UNSW ATax School. Ratcliff is also recognised as a SPAA SMSF specialist adviser and is an associate of the Tax Institute of Australia. Ratcliff's current role is with SuperIQ as a sales manager.
MARK RATCLIFF | TUESDAY, 13 AUG 2013 he Small business tax concessions are a specific part of the income tax legislation which allows Australian resident tax payers which incur a capital gains liability from the disposal of a small business various forms of capital gains relief. Read more MARK RATCLIFF | MONDAY, 1 AUG 2011 Mark Ratcliff, managing director of Sequoia Superannuation, discusses in his paper Limited recourse borrowing, how this type of borrowing can be used in conjunction with a self-managed super fund. Read more PAGE: 1 |
Latest News
Court approves $16m DASS settlement
|The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
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.