Taxation & Estate Planning YVONNE CHU | FRIDAY, 26 OCT 2018 A lump sum superannuation death benefit paid to someone who is not a death benefits dependant for tax purposes can be subject to significant tax (refer to Table 1 for details). In contrast, lump sum death benefits paid to someone who does qualify as ... 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 Investment JOHN SORRELL | FRIDAY, 13 SEP 2019 During and after the global financial crisis, the prices of residential mortgage-backed securities (RMBS) were quite severely impacted; however, since then they are once again proving popular with investors. So, just how risky are they in the current ... Read more BCA RESEARCH | FRIDAY, 22 NOV 2019 BCA Research has been the market's leading source for independent global macro research for 70 year. Occasionally, this independence has resulted in strongly diverging views. Today, two views on the cyclical (six to 12 months) outlook for assets ... Read more BCA RESEARCH | TUESDAY, 26 NOV 2019 This paper outlines the cyclical (six to 12 months) bearish outlook for assets within BCA Research's team. Read more PETER PONTIKIS | MONDAY, 9 DEC 2019 In this whitepaper, Peter Pontikis discusses what the next decade will look like in practical terms. Read more Technology NALIKA NANAYAKKARA | THURSDAY, 19 SEP 2019 Traditional client engagement channels are being consigned to the past as voice-enabled tools and digital assistants take us to the future. Read more Applied Financial Planning NALIKA NANAYAKKARA | FRIDAY, 4 OCT 2019 Firms must recalibrate their pricing models and do a better job of communicating their value to clients. Read more Insurance ANDRES WEBERSINKE | FRIDAY, 11 OCT 2019 Individual disability income insurance (DII or income protection) is a key insurance product for consumers. Read more RACHEL LEONG | FRIDAY, 8 NOV 2019 Approaching a difficult topic Read more RACHEL LEONG | THURSDAY, 5 DEC 2019 Annual events such as Movember highlight the need to consider the various insurance policies that can protect clients against the financial impacts of serious diseases most commonly affecting men, such as prostate cancer. Read more Retirement ANGELA HARRY | FRIDAY, 25 OCT 2019 Moving into a granny flat is a great way to live close to loved ones while providing them with a first home or investment property, but before committing to such a drastic change in living arrangements it is crucial that a lawyer helps to draw up a ... Read more Ethics & Governance Compliance ELIZABETH MCARTHUR | FRIDAY, 15 NOV 2019 A debate is raging about what the Financial Adviser Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield forced to clarify the is ... 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.