Insights

Profiles

One on one with…Damian Hearn

Wealth Partners Financial Solutions financial adviser Damian Hearn recently made the switch from technical services to financial planning.

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From the Editor

They’ve got it in for SMSFs

I know the word hate in the English language is particularly strong in describing an attitude toward a particular subject, but I think we’d all be forgiven if we thought the ruling class in Canberra actually hates the SMSF sector.

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From the Editor

Prioritising is the key

The SMSF community has gone into a little bit of meltdown since the passing of the Superannuation (Excess Transfer Balance Tax) Bill 2016 and Treasury Laws Amendment (Fair and Sustainable Superannuation) Bill 2016 late last year.

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From the Editor

Stop the loathing

No matter how many statistics are published about how successful and how satisfied SMSF trustees are with their superannuation funds, scepticism and dread of this sector of the retirement savings industry just won’t go away.

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Profiles

One on one with…Julie Hartley

The fact superannuation law is so different to other areas of the legal profession is what drives Towsends Business and Corporate Lawyers solicitor Julie Hartley’s passion for the SMSF sector.

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Profiles

One on one with…Kate Anderson

IOOF national manager of technical service Kate Anderson held an appreciation for superannuation from her very first role and has since shifted her focus to the SMSF side to unearth strategic opportunities.

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Features

SMSF Awards 2016: Australian shares winner

When it comes to adviser needs in the Australian shares space, CommSec Adviser Services general manager Eric Blewitt reveals the key demand and challenge this year has been efficiency.

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Features

SMSF Awards 2016: International shares winner

Magellan’s distribution team has grown to 33 highly qualified and experienced professionals, comprising account managers, and marketing, and performance and reporting personnel.

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Features

SMSF Awards 2016: Fixed income winner

The success of PIMCO’s fixed income investment opportunities has come from staying true-to-label in relation to what clients expect and delivering to these expectations consistently over time.

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Features

SMSF Awards 2016: Infrastructure winner

Appealing to SMSF advisers when it comes to infrastructure investments requires a high level of specialised knowledge and education.

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