 TIM HOWARD | FRIDAY, 20 OCT 2023 After fielding 2000 queries from financial advisers in the last quarter, here are the most popular questions the BT Technical Services team answered. The ethics around client separation The pandemic and ensuing lockdowns may have unfortunately led to ... Read more  PETER JOHNSTON | WEDNESDAY, 15 MAR 2023 ... doubt the most pivotal political event to impact on the advice industry over the past 44 years has been Prime Minister John Howard cancelling the defined benefit super benefit fund for all politicians in 2004. Grandfathered of course for himself and ... Read more  JIM STACKPOOL | FRIDAY, 17 JUN 2022 ... have a division for Specialist Advice. SPECIALIST ADVICE After the tragic 1996 Port Arthur massacre, Prime Minister John Howard was only a month into his role but managed to forge significant gun laws restricting access to advanced types of weapons. ... Read more TIM HOWARD | FRIDAY, 16 JUL 2021 One of the most significant measures announced in the May 2021 federal budget was the proposed exemption from the work test. How does the work test apply now, and what is expected to change? Currently, voluntary contributions to superannuation from ... Read more TIM HOWARD | THURSDAY, 24 JUN 2021 With the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds, which includes an increase to the 'preservation age' relating to when Australians can ... Read more  JULIAN HOWARD | FRIDAY, 5 JUN 2020 Markets have for some time now been largely ignoring fundamentals. This remains the case even as coronavirus (COVID-19) threatens a deep depression. In our opinion, not all market sectors will benefit equally from perpetual policy response. This paper ... Read more  DAVID HOWARD-JONES | FRIDAY, 12 APR 2019 "Effective leadership is key. Leaders drive culture. Whether they do it by accident or by design, and whether culture is set by those at the top of the organisation or by 'local leaders' in each work group, depends on the credibility, consistency and ... Read more  CHRIS CHOW | FRIDAY, 4 MAY 2018 ... ill-considered part of the Pensioner Guarantee. A policy that otherwise makes sense At the end of the day, the decision by the Howard government was likely used to butter up the wealthier contingent of their older voters during the years of economic ... Read more TIM PEPPER | TUESDAY, 1 JAN 2008 In the final days of the Howard Government new laws were passed which allow super funds to borrow using a specific type of structure. These new laws have been quite broadly drafted but there are traps for the unwary. In April 2008 the ATO released several ... Read more PAGE: 1 |
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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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