Investment DANIEL LIPTAK | THURSDAY, 14 JAN 2010 Daniel Liptak says that high inflation is usually associated with an economic environment that is high in fiscal deficits and reeling from severe economic shocks combined with a loss in confidence in the value of money. In this paper, he explores cheap ... Read more MATT CHRISTENSEN | THURSDAY, 14 JAN 2010 In the previous issue, Part I of Matt Christensen's paper, he defined Sustainable Investment as an investment philosophy that combines investors' financial objectives with their concerns about Environmental, Social, and Governance issues. He ... Read more Superannuation DAVID ANDERSON | THURSDAY, 14 JAN 2010 In the last issue, David Anderson presented the first part of his paper on the Mercer research on employee retention strategies. In this second part, he explores the issues faced by having an aging population and looks at how prepared Baby Boomers are ... Read more Taxation & Estate Planning RUSSELL HANNAH | THURSDAY, 14 JAN 2010 Russel Hannah believes that the most valuable asset of businesses are its people, and without key individuals, most small to medium-size businesses (SMEs) are unlikely to reach their full potential. This is one important reason why these companies must ... Read more LESTER WILLS | THURSDAY, 14 JAN 2010 For many Australians, retirement planning is a distant thought. According to Dr Lester Wills, many studies have already shown that a majority of us are not planning for retirement properly. In his paper, he outlines the attitude most people have about ... Read more TRACEY MURRAY | THURSDAY, 14 JAN 2010 The Labour government's new R&D tax credit program seeks to motivate Australian companies with additional incentives to put more resources into research and development activities. The decision to commit $1.4 billion on the R&D tax credit ... Read more TONY DI GIROLAMO | THURSDAY, 14 JAN 2010 Continuous changes made to the superannuation system, limitations on annual super contributions and a backlash against complex and investment structures due to the global financial crisis are a few reasons why Tony Di Girolamo believes there is a demand ... Read more Applied Financial Planning TONY RUMBLE | THURSDAY, 14 JAN 2010 The relevance of financial planners is under increasing scrutiny from investors and regulators. APRA's June 2009 paper Investment performance ranking of superannuation firms questions the value of traditional managed funds and pose important questions ... Read more STEVE KEEN | THURSDAY, 14 JAN 2010 The RBA believes the Australian housing market wouldn't experience catastrophic effects like those of other OECD countries, especially the US. According to their numbers, house prices are no longer overvalued and mortgage repayments are back to ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Confronting entrenched prejudices towards 'all things financial' can be the first step towards adding value as a fee-based financial planner. Read more MARK STORY | THURSDAY, 14 JAN 2010 'Trouble-free' retirement solutions invariably belie the dark art of balancing tax-effectiveness with asset preservation, assurance of income - plus that all-important capital growth. Having endured the ups and downs associated with running their own ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Read more Insurance MARK PATTERSON | THURSDAY, 14 JAN 2010 Once upon a time, insurance lived in the realm of specialist risk advisers only. Today, through innovation, new technologies and necessity, insurance products have evolved and are simpler to understand and explain, making it more accessible to advisers ... 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.
Expert Feed
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