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About the Author
David Barrett
Head of Technical Advice Services, Macquarie Investment Management Australia Limited
Articles Published
Maximising First Home Super Saver Scheme benefits
The maximum value for participants in the First Home Super Saver Scheme (FHSSS) will generally arise from making voluntary concessional contributions ...
Finding sense (and dollars) in the transitional CGT relief elections
The transitional capital gains tax (CGT) relief election associated with the 2017 super reform measures is a generous concession offered to super fund ...
Latest News
AFA expands support for paraplanners
ELIZABETH MCARTHUR
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners.
FPA launches Tinder for advisers
ELIZABETH MCARTHUR
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.
Average Aussie $560k richer with advice
ELIZABETH MCARTHUR
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.
Advice associations weigh in on member interests bill
HARRISON WORLEY
The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.
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From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
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