Flipping the perspective: What is a fit-for-purpose SoA?BY JASON ANDRIESSEN | WEDNESDAY, 21 JUN 2023 2:58PMAssistant Treasurer Stephen Jones has finally broken his silence on the QAR recommendations, controversially to a group of superannuation executives. He has identified 14 of 22 ... Upgrade your subscription to access this article
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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.
I want to go back to the CAR.
But AFSLs are consistently saying that there needs to be changes to the Corps Act, FASEA Code & AFCAs remit BEFORE the SOA is reduced in complexity and length. Then there's the PI insurers!
PIGS MIGHT FLY!