Michael Miller Director & Certified Financial Planner, Capital Advisory Pty Ltd (at time of writing) Michael Miller has worked in superannuation and financial planning for over 15 years. He is a director at Canberra-based financial planning and accounting firm Capital Advisory. He is also an expert panel member for the Australian Financial Complaints Authority and the Financial Planning Association's Conduct Review Committee. Michael is the author of Personal Financial Services Essentials for Lawyers, and co-author of Ethics and Professional Practice in Financial Planning, both published by LexisNexis.
MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. Read more MICHAEL MILLER | WEDNESDAY, 7 JUN 2023 If there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation. Read more MICHAEL MILLER | FRIDAY, 19 MAY 2023 The term 'granny flat agreement' refers to an interest or right for a person to live in a specific home that belongs to someone else-usually a family member. While a term such as 'family care agreement' may be preferrable, granny flat agreement seems ... Read more MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more MICHAEL MILLER | FRIDAY, 11 FEB 2022 I have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner. Read more MICHAEL MILLER | THURSDAY, 11 NOV 2021 I have provided retirement planning to my parents in the past, but I wouldn't do it again after attending a masterclass on conflicts of interest and ethics. Read more PAGE: 1 |
Latest News
Calls for a simplified path to financial advice
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the current system isn't supporting that need.
ANZ transfers Will bank to Equity Trustees
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.
Budget 2024: Stage 3 tax cuts to take effect July 1
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.
Budget 2024: Cost of living relief takes centre stage
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.
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.