Bryce Figot Special Counsel, DBA Lawyers
JOSEPH CHEUNG , DANIEL BUTLER , BRYCE FIGOT | FRIDAY, 11 JAN 2019 If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (Bill) becomes law, an individual member's total superannuation balance (TSB) may be increased by their share of the outstanding balance of a limited recourse borrowing arrangement ... Read more BRYCE FIGOT | FRIDAY, 24 MAR 2017 This article will address the problems that can arise in using alternate directors in an SMSF succession planning context and suggest a possible solution. As with all succession planning discussions, SMSF succession planning being no different, people ... Read more BRYCE FIGOT | THURSDAY, 10 JUL 2014 A little known quirk in the preservation rules can have important implications for clients. This article explains how the quirk arises, and then how to use it to advantage clients. In a nutshell, the quirk allows trustees of super funds to 'cherry pick' ... Read more PAGE: 1 |
Latest News
Tranche one of advice reforms hits parliament
The legislation housing the first tranche of financial advice reforms that promise to reduce the red tape was introduced in parliament today.
Australia's wealthiest women not getting the advice they need
The number of new female millionaires is outpacing men, but new research suggests high-net-worth women are being left behind.
UK advisers told to review retirement advice processes
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right."
Listed companies drive economy's momentum: ABDO
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak.
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.