 JOSH RUNDMANN | FRIDAY, 13 JAN 2017 With the raft of super changes which parliament recently passed, there have been some smaller amendments which have a profound impact on the way pensions will operate when it comes to death, post-1 July 2017. Read more WILLIAM TRUONG | FRIDAY, 4 MAR 2016 For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more MARTIN MURDEN | FRIDAY, 4 MAR 2016 A few years ago there was much excitement when the National Tax Liaison Group (Superannuation subcommittee) decided that if a related party made a loan to a Self-Managed Superannuation Fund [SMSF] at an interest rate less than a commercial rate, the ... Read more SPDR PRACTICE MANAGEMENT, STATE STREET GLOBAL ADVISORS | FRIDAY, 4 MAR 2016 Financial advisers today face what is perhaps their most significant challenge yet: helping clients to move from inertia to activity in planning for the transfer of their wealth - while ensuring asset continuity within the advisory practice when the ... Read more FRANK MULCAHY | TUESDAY, 3 NOV 2015 Being a UK expatriate in Australia means that there is an additional layer of complexity in managing your financial planning, no matter how long since you lived in the UK. This White Paper discusses the key financial planning issues of Tax, Investments ... Read more  RAEWYN WILLIAMS | TUESDAY, 3 NOV 2015 Investing with an after-tax focus is an idea whose time has come. But every idea is only as good as its implementation, and superannuation funds are now facing the important question of who can help. Read more IOOF TECHNICAL SERVICES | THURSDAY, 11 DEC 2014 You're invited to a meeting with an accountant to talk about a client's entitlement to tax relief under the small business capital gains tax (CGT) concessions. Knowing you can't provide tax advice, the accountant wants your input on two ... Read more ANNA HACKER | THURSDAY, 11 DEC 2014 Estate planning is not just the preserve of the elderly or the sick. Every Australian, regardless of their age or health, should consider an estate plan that takes into account their assets and family situation. Read more HENRY WALACHOWSKI | THURSDAY, 10 JUL 2014 What do you do if you and your spouse have an SMSF and want to ensure that your superannuation entitlements get paid to your preferred beneficiary if you pass away? Read more  DANTE DE GORI | THURSDAY, 10 JUL 2014 The new financial year has arrived with a bang for financial planners with the Tax Agent Services Act 2009 (TASA) regime now applying to the profession. Read more |
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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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