Search Results | Showing 1 - 10 of 14 results for "Verante" |
| | | ... good in the industry, particularly 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 ... |
| | | | ... issue had been identified and a system refresh was being 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 ... |
| | | | ... decrease of 7.7% in total superannuation assets in 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 ... |
| | | | ... to sell down any low priced assets to pay a statutory 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 ... |
| | | | ... 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 SMSFs. He further explained the increase ... |
| | | | A self-managed superannuation fund specialist is 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. ... |
| | | | ... more than five years, arguing they will prove extremely beneficial 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 ... |
| | | | ... homebuyers up to $24,740. "I want to 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 ... |
| | | | ... about financial markets," according to 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 ... |
| | | | ... 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 to clients ... |
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