Showing 21 to 30 of 74 articles: 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 GEOFFREY MILANI | TUESDAY, 27 OCT 2020 Many people generously leave gifts to charities in their Wills to support the community or important causes. Unfortunately, these gifts sometimes run into issues when the charities named in the Will amalgamate with other charities, are wound up, or ... Read more LYNNE GIBSON , LETTY CHEN | FRIDAY, 21 AUG 2020 Expenses associated with the running of an individual's home are usually private and domestic and nature. However, deductions for 'home office expenses' may be available under section 8-1 and Div 40 of the Income Tax assessment Act 1997 ... Read more JANET MANZANERO-CARUANA | FRIDAY, 31 JAN 2020 Selling one's home without the main residence exemption can mean a substantial tax bill. The capital gains tax (CGT) main residence exemption (the exemption) is available to all Australian residents. Read more KERSTIN GLOMB | FRIDAY, 27 SEP 2019 Most people have come across enduring powers of attorney (EPA), but there is still uncertainty around what an attorney can and cannot do. Read more GRAEME COLLEY | FRIDAY, 5 JUL 2019 If you are a small business owner, the capital gains tax (CGT) small business concessions allow you to increase your retirement savings significantly. Fortunately, the maximum thresholds for the concessions have not been reduced from 1 July 2017, unlike ... Read more DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 26 APR 2019 The recent case of Burgess v Burgess [2018] WASC 279 ('Burgess') continues a line of cases that consider the conflict that arises where a person acts as executor of a deceased estate while also receiving superannuation death benefits in their ... Read more DON HAMSON | FRIDAY, 5 APR 2019 The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted. Read more SCOTT QUINN | FRIDAY, 8 MAR 2019 With the ability to use catch-up concessional contributions starting from 1 July 2019, we've been asked the following question by an adviser 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.