Showing 11 to 20 of 73 articles: 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 DANNY ADNO | SUNDAY, 14 AUG 2022 There are significant advantages in incorporating testamentary trusts in Wills. Read more MICHAEL TWOHILL | MONDAY, 11 JUL 2022 From 1 April 2022, parties to family law property settlement proceedings can apply to the Family Law Court registries to obtain details of their former partner's superannuation information held by the Australian Taxation Office (ATO). The aim is to ... Read more JUSTON JIRWANDER | SUNDAY, 29 MAY 2022 "Where there is a Will, there is an inheritance tax" said Silvio Berlusconi, erstwhile Italian prime minister. So it is no surprise that Italy, along with many of its European neighbours, has both a gift tax and an inheritance tax. Read more KMT PARTNERS | FRIDAY, 20 MAY 2022 With the end of financial year 2022 just around the corner, there are some key updates that you should be aware of for this tax season. After some two years of leniency, the ATO is ramping up its debt collection activities. Read more GRAEME COLLEY | FRIDAY, 13 MAY 2022 Many trustees and members of not only SMSFs, but also public offer superannuation funds, are interested in the payment of death benefits if they or their spouse were to die. During many conversations with couples, the question, 'but what if we were ... Read more DOMINIQUE PERRY | FRIDAY, 18 MAR 2022 One of the supposed benefits of a discretionary trust is that it protects the assets of the key beneficiary(s) of the trust from attack by creditors. Read more JUSTON JIRWANDER | WEDNESDAY, 3 NOV 2021 The Family Tax Benefit (FTB) is a two-part payment to assist with the cost of raising children. Read more KMT PARTNERS | FRIDAY, 11 JUN 2021 Every March 31, the fringe benefits tax (FBT) year ends. With the ever-increasing budget deficits as a result of COVID-19, the Australian Taxation Office (ATO) will be reviewing whether all employers who should be paying FBT, are paying it and that ... Read more APRIL KENNEDY | FRIDAY, 20 NOV 2020 Capacity can be an emotionally charged topic, especially in relation to dementia or Alzheimer's disease and other degenerative conditions. This paper discusses how a Will might be challenged on the basis of mental capacity and why this is such an important ... Read more |
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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
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Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
HUB24 hits $100bn milestone
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March.
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.