 STEPHEN BLAKE | FRIDAY, 5 APR 2024 The transfer balance cap imposes a limit on the amount of capital that can be held in retirement phase in order to support a retirement phase superannuation income stream - also commonly referred to as a superannuation pension. Read more  SIMON BRINSMEAD , MEHER EDIBAM | FRIDAY, 14 JUL 2023 The UK defined contribution (DC) pension system is a relatively immature system compared with three decades of defined contribution history here in Australia. Despite this, the UK is already making significant progress in moving forward with ideas to ... Read more  ASSYAT DAVID | FRIDAY, 25 NOV 2022 Aged care is becoming an important advice area, not only for older members but also for younger members who either need to make arrangements for parents or are planning for their own future aged care needs. Here are five reasons why industry superannuation ... Read more  SEAN HOWARD | SUNDAY, 7 AUG 2022 The Home Equity Access Scheme (HEAS) provides support in the form of a reverse mortgage type loan paid fortnightly to people who qualify for the Age Pension and own property in Australia. Read more  RAHUL SINGH | THURSDAY, 14 OCT 2021 When looking at aged care advice from an adviser's perspective, we find that there are some common themes of interest. This paper offers insights from three experienced aged care advice professionals from different areas in the country who provide their ... Read more RAHUL SINGH | FRIDAY, 10 SEP 2021 There are a number of accommodation options for older people who require assistance and may not want to live by themselves. Read more  ASHLEY DAVIDSON | FRIDAY, 4 JUN 2021 The superannuation system is based on the notion that you can build up your nest egg steadily over the course of your working life, but that is not always the case. Read more RAHUL SINGH | FRIDAY, 28 MAY 2021 Accumulated through compulsory and voluntary contributions as well as earnings, superannuation is a significant source of retirement savings. As clients approach retirement, their minds often turn from accumulating to accessing their superannuation ... Read more  DEBBIE SAGE | THURSDAY, 20 MAY 2021 Residential aged care is that next step where, for a variety of reasons, a person can no longer live at home. Generally, this option is known to be for those who need that additional level of care. Read more RAHUL SINGH | FRIDAY, 29 JAN 2021 When a client moves into aged care, given that for many, a significant proportion of wealth is tied up in the family home, it is important to understand the impacts on social security and aged care means testing where the home is kept and rented out ... 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.
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