Showing 11 to 20 of 173 articles: ULRIKA LOBO | TUESDAY, 21 FEB 2023 Getting a business loan approved can be a challenge, but by following some simple steps, you can increase your chances of success. Read more NATHAN KRIEGER | FRIDAY, 10 FEB 2023 While the common complaint over recent years has been one of change fatigue, increasingly evident in the survey are expressions of hope and opportunity. Read more MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more ULRIKA LOBO | FRIDAY, 18 NOV 2022 Most people give little thought to the importance of property valuers-however they play a crucial role in our financial system. Their judgments keep the gears in motion, and their appraisals impact individuals' and businesses' access to funds. But why ... Read more DAVID ROMANOVSKI | FRIDAY, 14 OCT 2022 This paper outlines the six key topics that should be discussed with a financial adviser when a relationship goes sour. 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 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 PETER TURBACH | MONDAY, 12 SEP 2022 Differentiating between managed accounts. Read more 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 CHRIS MATHER | MONDAY, 18 JUL 2022 Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... 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.