Showing 41 to 50 of 172 articles: ESABEL THINNAKONE | FRIDAY, 15 MAR 2019 There is a common misconception that aged care advice is only needed when a client first enters residential aged care and there is no benefit from additional advice after the point of entry. However, after a client enters residential aged care, a change ... Read more 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 WILL MOLONEY | FRIDAY, 2 NOV 2018 It's been over a year since the 2017 superannuation reforms, which included new non-concessional contribution (NCC) rules, came into effect. Read more MELANIE DUNN | FRIDAY, 21 SEP 2018 The superannuation reforms applying from 1 July 2017 made a number of changes impacting transition to retirement income streams and their use by retirees. Read more FINANCIAL STANDARD | FRIDAY, 7 SEP 2018 We invite readers to send their burning questions on the latest investment trends to [email protected]. In this issue, we talk to Bell Direct equities analyst Julia Lee about capital protection, bonds and brokers versus adv ... Read more DAVID BARRETT | FRIDAY, 24 AUG 2018 The maximum value for participants in the First Home Super Saver Scheme (FHSSS) will generally arise from making voluntary concessional contributions (CCs) to their super fund. A large part of the benefit stems from the tax differential between personal ... Read more JAMIE WILLIAMSON | TUESDAY, 26 JUN 2018 Having steadily evolved over time, the traditional role of the paraplanner is no more. Read more JULIE FOX | FRIDAY, 1 JUN 2018 Claiming personal tax deductions for personal super contributions is a valuable new opportunity, if you don't get caught out by any of the common traps. This article outlines the basic eligibility requirements for making personal deductible contributions ... Read more JOSEPH CHEUNG , WILLIAM FETTES | FRIDAY, 11 MAY 2018 The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly came into effect on 1 July 2017. Read more STUART SHEARY | FRIDAY, 20 APR 2018 Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Read more |
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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.