 MARTIN FOWLER | THURSDAY, 8 APR 2021 With the financial year-end fast approaching, there is still time to take advantage of the various superannuation contribution strategies and concessions that are available. This paper comprises a brief summary of these strategies and concessions. Read more  TERRI BRADFORD | TUESDAY, 13 OCT 2020 Legislation has passed allowing employees with multiple employers to opt out of receiving superannuation guarantee payments to avoid unintentionally breaching their concessional contributions cap. This paper examines how to avoid exceeding your annual ... Read more  DANIEL BUTLER | FRIDAY, 24 JUL 2020 This paper examine what advice self-managed superannuation fund (SMSF) advisers can and cannot provide without 'stepping over the line' especially in providing taxation, financial product, or legal advice which they may not be permitted to p ... Read more  NETWEALTH INVESTMENTS | FRIDAY, 24 APR 2020 A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to be taking a closer look at the possibility of transitioning from their existing ... Read more  MARK ELLEM | FRIDAY, 17 MAY 2019 I love an election, particularly a federal one - it's the quintessential characteristic of democracy in action (provided there's no undue influence from foreign governments). It's also a great opportunity to sample the local school's sausage sizzle ... Read more  DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 22 MAR 2019 The next Federal election, according to our current Prime Minister Mr Scott Morrison, will be held in May 2019 and, if the Labor Government is elected, significant change is likely. Thus, a brief 'stock take' of what the superannuation landscape will ... Read more  JOSEPH CHEUNG , WILLIAM FETTES | FRIDAY, 28 SEP 2018 An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an excess arising. Due to the importance of total superannuation ... Read more DANIEL BUTLER , SHAUN BACKHAUS | THURSDAY, 12 JUL 2018 While there are a large number of cryptocurrencies in existence (currently over 1600), this article will focus on Bitcoin for simplicity. Our comments contained here may apply to other cryptocurrencies with the same characteristics as Bitcoin. Read more  DAVID BARRETT | FRIDAY, 25 MAY 2018 The transitional capital gains tax (CGT) relief election associated with the 2017 super reform measures is a generous concession offered to super fund trustees. It protects assets which have appreciated in value prior to 1 July 2017 in the tax exempt ... Read more  LINDA BRUCE | FRIDAY, 6 APR 2018 The downsizer contributions measure was introduced by the Turnbull Government as part of the Government's broader housing affordability package to reduce pressure on housing affordability in Australia. This new super measure became law on 13 December ... Read more |
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Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
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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.
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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.
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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