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Search ResultsShowing 1 - 10 of 12 results for "Liam Shorte"
SMSFs to weather the storm
ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... the March quarter. As part of this, SMSF assets fell by 9.4%. However, Verante director and SMSF specialist adviser Liam Shorte told Financial Standard most of his clients are in a very manageable position despite the global pandemic. "Most SMSFs are ...
SMSFs in flashback to 2008
ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... pension amount that they didn't really need," Pinnell said. Verante Financial Planning SMSF specialist adviser Liam Shorte explained while the change may be small to some, it could be very significant to those who need it most. "It may not seem generous ...
SMSF wind-ups spike: ATO
ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... remained consistent, hovering around one million for the last five years - reaching a high of 1,102,730 last year. Liam Shorte, director and SMSF specialist at Verante Financial Planning, said these numbers come after an ATO crackdown on non-reporting ...
Industry expert joins SMSFA board
KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... joining the board of the SMSF Association on September 1. Verante Financial Planning director and financial planner Liam Shorte will replace Andrew Gale, who is stepping down after a six-year tenure. Sydney-based Shorte has 27 years' experience in financial ...
Government to increase SMSF member limit
KARREN VERGARA  |  MONDAY, 30 APR 2018
... the SMSF sector by reducing red tape," he added. Verante Financial Planning director and SMSF specialist adviser Liam Shorte said on Twitter having six members opens up strategy options that can keep commercial property via intergenerational transfers. ...
Stamp duty axing treated with caution
EMMA RAPAPORT  |  FRIDAY, 2 JUN 2017
... that owning a home is not out of reach for people in NSW," Berejiklian said. Verante Financial Planning director Liam Shorte told Financial Standard while he understands why many first home buyers will greet the news with excitement, the policy may only ...
FEATURE: The great race to invest
LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Bowerman. Financial advice and education are both key to portfolio diversification. Verante Financial Planning director Liam Shorte says he started tweaking his clients' portfolios to increase diversification three years ago. "We felt that the Australian ...
New guide teaches social media best practice
MARK SMITH  |  MONDAY, 10 AUG 2015
... social platform Instagram can be used to help personalise advisers' brands. In the third example, 2014 SMILEYS winner Liam Shorte, from Verante Financial Planning, explains how content curating tools can help advisers bring interesting articles and videos ...
A sobering lesson from a social move gone wrong
LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... shows how social media can make or break an adviser's reputation - and career. Verante Financial Planning director Liam Shorte and his employees follow a strict social media policy: "I have my own standards, 95% of what I tweet is professional and 5% ...
Advisers debate insurance commissions ban
LAURA MILLAN  |  TUESDAY, 9 DEC 2014
... I don't agree with the argument that businesses won't survive without commissions." Verante director and adviser Liam Shorte said that completely banning commissions "would reduce the business we write, especially with younger customers," who are more ...
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