Showing 41 to 45 of 45 articles: BENEDICT DAVIES | MONDAY, 1 JAN 2007 Changes announced in last year's Budget have removed some of the complications of pension planning. The Assets Test taper will be halved, increasing the number of people who are eligible for a part-pension, while the partial assets test exemption ... Read more KATE MCKINNA | MONDAY, 1 JAN 2007 The substitution of employment income, which has been salary sacrificed into super, with pension income, is a strategy that has received significant attention following the introduction of the transition to retirement rules. In this article, we explore ... Read more NATHALIE BOUQUET | SUNDAY, 1 JAN 2006 There are numerous income support payments and allowances payable by the Department of Veterans' Affairs (DVA), each with their own set of qualification rules and thresholds.The article provides a snapshot of the more common income support payments ... Read more DAVID SHIRLOW | SUNDAY, 1 JAN 2006 With the introduction of term allocated pensions (TAPs), introduced in September 2004, the strategy of converting existing retirees' allocated pension arrangements into a combination of TAPs and allocated pensions is becoming increasingly common ... Read more |
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Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
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The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
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.