Showing 1 to 10 of 72 articles: NATALIE COMERFORD | FRIDAY, 15 MAR 2024 Couples often find themselves at a crossroads when contemplating what happens to their assets after they pass away, and deciding who would assume guardianship of their children. Read more MICHAEL CROWE | FRIDAY, 12 JAN 2024 Raising a child can be challenging at the best of times, but when a child has high needs, parents face additional concerns. Read more BRETT DAVIES | TUESDAY, 10 OCT 2023 When a person dies with money in superannuation two questions arise. Firstly, who does that money go to and how can you ensure that it goes to the people you choose? And secondly, what tax will be payable by the recipients and what steps can be taken ... Read more KMT PARTNERS | WEDNESDAY, 7 JUN 2023 As the end of the 2022/23 income year approaches, this paper explores a number of ways to minimise your tax liability and outlines changes to working-from-home tax deductions. Read more SUSAN BONNICI | FRIDAY, 12 MAY 2023 Divorce at any age is tough. When you are older at the time of divorce, it is crucial that you consider how you split your assets and the implications this will have for your estate, especially if you have adult children or a blended family. Read more LETTY CHEN | WEDNESDAY, 5 APR 2023 The end of another Fringe Benefits Tax (FBT) year is now upon us. The ATO has released its FBT return 2023 and the accompanying instructions. Read more BRIAN HERD , REBECCA EDWARDS | FRIDAY, 31 MAR 2023 It is a lifelong devotion to duty for a significant proportion of the over two million family carers in Australia: namely, parents-often elderly-caring for their disabled adult children. Read more JEFF GARRETT | THURSDAY, 16 MAR 2023 The Brady Bunch family is the quintessential blended family icon. When people refer to the Brady Bunch family, they are referring to a blended family where the husband and wife, who may be on their second or third marriage, create a home bringing ... Read more DREW BROWNE | MONDAY, 19 SEP 2022 Business continuity risk in partnership. Read more LETTY CHEN | FRIDAY, 19 AUG 2022 Cryptocurrency pricing has always been something of a roller coaster, though with the most recent drops in value, potentially resulting in substantial losses for some-at least on paper-it is timely to consider some crypto tax implications. Read more |
Latest News
Inaugural CSLR levy slugs advisers $18.5m
|The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector.
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The FAAA said the ATO should refine its position on financial advisers giving advice to clients with pre-existing investments.
Low-margin clients hurt practice valuations
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals.
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.