One on one with…Craig Day

04-Jul-2017

Working within the Colonial First State (CFS) FirstTech team since it was established in 1999, executive manager Craig Day believes he’s seen it all. He tells Krystine Lumanta why he likens SMSFs to Shakespeare.. Read More

One on one with…Craig Day

04-Jul-2017

Working within the Colonial First State (CFS) FirstTech team since it was established in 1999, executive manager Craig Day believes he’s seen it all. He tells Krystine Lumanta why he likens SMSFs to Shakespeare.. Read More

One on one with…Sarah Robinson

04-Jul-2017

Addept director Sarah Robinson has escalated her SMSF involvement since her introduction to the sector 22 years ago. She shares with Darin Tyson-Chan the importance her firm has placed on obtaining an Australian fina.. Read More

One on one with…Darren James

04-Jul-2017

MBA Financial Strategists director Darren James entered the SMSF sector to improve the practice’s service proposition for clients who were small business owners. He tells Darin Tyson-Chan how the recent super r.. Read More

One on one with…Liam Shorte

19-May-2017

Verante Financial Planning adviser and SMSF Association Sydney chapter chair Liam Shorte has been involved with SMSFs for 16 years. He reveals to Darin Tyson-Chan how disruptive the superannuation changes have been f.. Read More

One on one with…Damian Hearn

18-May-2017

Wealth Partners Financial Solutions financial adviser Damian Hearn recently made the switch from technical services to financial planning. He tells Darin Tyson-Chan there has been a loss of confidence in the superann.. Read More

One on one with…Kasey Macfarlane

18-May-2017

ATO SMSF segment assistant commissioner Kasey Macfarlane was exposed to SMSFs early in her career when they were known as excluded funds. She tells Krystine Lumanta how the tax office intends to help the sector tackl.. Read More

One on one with…Dennis Perry

03-Feb-2017

Advice First managing partner Dennis Perry’s experience in the SMSF sector spans 30 years. He shares with Darin Tyson-Chan the importance of having an SMSF when advising clients about them and how he would like.. Read More

One on one with…Kate Anderson

03-Feb-2017

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. She tell.. Read More

One on one with…Julie Hartley

03-Feb-2017

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. She shares with D.. Read More

One on one with…Andrew Chan

01-Nov-2016

Phoenix Private Wealth Management director Andrew Chan was drawn to the SMSF sector by its diversity and technical nature. He discusses with Darin Tyson-Chan the importance of having sound technical knowledge and how.. Read More

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