Planning the exit from an SMSFBY DANIEL BUTLER, WILLIAM FETTES | VOLUME 17, ISSUE 2 The first part to this paper examines key considerations that arise for SMSF members seeking to formulate a robust succession plan in relation to their SMSF benefits. There is ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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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.
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