DEBORAH WIXTED | FRIDAY, 11 MAR 2011 In its fourth year of 'Simpler Super' regime, which came into effect from 1 July 2007, Wixted looks at the opportunities available, discussing the different tips and traps around the 'Simpler Super' rules. Read more CHRISTOPHER PHILIPS | MONDAY, 27 SEP 2010 Christopher Philips is a senior investment analyst for Vanguard Investment Strategy Group. Read more JAMES MELI | MONDAY, 27 SEP 2010 James Meli is a solicitor at Binetter Vale Lawyers that deals with all aspects of State and Federal taxes in the SME and high wealth individuals space. Read more MARTIN MURDEN | MONDAY, 27 SEP 2010 Martin Murden is a director ay Partner Services Superannuation. In his paper he asks why failure to make minimum pension payments into a self-managed supernnuation fund places valuable tax concessions at risk. Read more DAVID ANDERSON | THURSDAY, 14 JAN 2010 In the last issue, David Anderson presented the first part of his paper on the Mercer research on employee retention strategies. In this second part, he explores the issues faced by having an aging population and looks at how prepared Baby Boomers are ... Read more ROSS CLARE | FRIDAY, 22 MAY 2009 Ross Clare works at the Association of Superannuation Funds of Australia. In this paper Ross takes data published by the Australian Bureau of Statistics to determine the level and diversity of superannuation balances across both the self-employed, wage ... Read more  GRAEME COLLEY | FRIDAY, 22 MAY 2009 Graeme Colley delivers some excellent research on how the Better Super accountbased pensions provide a sound basis for retiree clients. It should be possible to place "restrictions on an account-based pension with carefully worded conditions attaching ... Read more MARK MCCRINDLE | SUNDAY, 10 MAY 2009 Generational studies are always popular among financial services specialists. Having been around for a while, information on baby boomers are plentiful. However, research into the younger generations is increasing, and in this qualitative research project ... Read more  ALEX WERNBACHER | SATURDAY, 10 JAN 2009 Alex Denham is a well known technical analyst at Challenger. This paper describes what options small fund trustees have when the complying pension they have been paying is not able to get actuarial sign-off as being financially viable. She particularly ... Read more JON DE FRIES | TUESDAY, 1 JAN 2008 When analysing the proposition of holding insurance in super it's tempting to focus on tax - the tax treatment of premiums and the taxation of claims paid in the form of super benefits. While we can't ignore the significance of tax aspects of ... Read more |
Latest News
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
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.
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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