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Showing 1 - 10 of 15 results for "Liam Shorte"

SMSF Association announces board director changes

MATTHEW WAI | WEDNESDAY, 30 OCT 2024

... importance of engaging with a younger demographic and ensuring the industry continues to evolve." They replace the outgoing Liam Shorte, Deborah Ralston, and Bryan Ashenden. Hay-Bartlem thanked the retiring directors for their contribution to the growth ...

2022 Power50 advisers revealed

STAFF WRITER | MONDAY, 31 OCT 2022

... when it comes to financial advice for expats. Elsewhere, this marks the eighth time Verante Financial Planning's Liam Shorte has been on the list, while both Evalesco Financial Services' Marshall Brentnall and Ethinvest's David Rae have both ...

BT Panorama down for a week

ELIZABETH MCARTHUR | MONDAY, 9 AUG 2021

... completed. However, the platform remained down for two more days. Verante Financial Planning adviser and SMSF specialist Liam Shorte told Financial Standard the outage left part of his business "paralysed for the best part of the week". "Firstly, the ...

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

... to 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

... ensure 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 ...

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 ...

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Ausfood Super appoints chief executive

ELIZABETH FRY

Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA

The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA

Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN

Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

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Jenny Taing

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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