TONY DI GIROLAMO | THURSDAY, 14 JAN 2010 Continuous changes made to the superannuation system, limitations on annual super contributions and a backlash against complex and investment structures due to the global financial crisis are a few reasons why Tony Di Girolamo believes there is a demand ... Read more TRACEY MURRAY | THURSDAY, 14 JAN 2010 The Labour government's new R&D tax credit program seeks to motivate Australian companies with additional incentives to put more resources into research and development activities. The decision to commit $1.4 billion on the R&D tax credit ... Read more LESTER WILLS | THURSDAY, 14 JAN 2010 For many Australians, retirement planning is a distant thought. According to Dr Lester Wills, many studies have already shown that a majority of us are not planning for retirement properly. In his paper, he outlines the attitude most people have about ... Read more RUSSELL HANNAH | THURSDAY, 14 JAN 2010 Russel Hannah believes that the most valuable asset of businesses are its people, and without key individuals, most small to medium-size businesses (SMEs) are unlikely to reach their full potential. This is one important reason why these companies must ... Read more PETER GANDOLFO | FRIDAY, 22 MAY 2009 Peter Gandolfo heads up the legal division of Partners Group. In this paper, Peter argues that succession planning is critical. He then details a 12-step program to implement orderly succession. A succession plan "should be done in conjunction ... Read more NATALIE SILLAR | FRIDAY, 22 MAY 2009 Natalie Sillar uses this paper to provide a diverse range of marketing and sales ideas about generational marketing. Natalie is at BT Financial Group which has developed three toolkits to empower financial planners who use its Wrap Platform to better ... Read more JOCELYN FURLAN | FRIDAY, 22 MAY 2009 Jocelyn Furlan is the Acting Chairperson of the Superannuation Complaints Tribunal. In this role she sees many super fund death benefit cases. This gives her an excellent insight into common issues that arise which could more easily and effectively ... Read more  KERSTIN GLOMB | SUNDAY, 10 MAY 2009 Kerstin Glomb is a solicitor at Argyle Lawyers specialising in the areas of estate planning and estate administration and she looks into the changes to intestacy law in New South Wales effective in March 2010. Intestacy law applies when a person dies ... Read more TIM PEPPER | TUESDAY, 1 JAN 2008 In the final days of the Howard Government new laws were passed which allow super funds to borrow using a specific type of structure. These new laws have been quite broadly drafted but there are traps for the unwary. In April 2008 the ATO released several ... Read more ROB LAVERY | MONDAY, 1 JAN 2007 Before 1 July 2007, employment termination payments and payments from superannuation funds were both 'eligible termination payments' which received similar tax concessions to encourage individuals to save for their retirement. Due to the significant ... 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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