Larissa Tuohy

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News by this author

People & Products

18 Jan

Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....

Superannuation

13 Jan

A double income for retirees

When planning for a transition to retirement, advisers now have another strategy for consideration. This new opportunity came about when the Federal Government added a ne...

Financial planning

13 Jan

Unlocking financial planning for the next generation

Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...

Financial planning

13 Jan

Super co-contribution should be extended, says ABA

The Government should extend access to super co-contributions for low to middle income earners in order to encourage Australians under the age of 40 to save for their ret...

Financial planning

13 Jan

Asking the right questions

With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....

Financial planning

13 Jan

When crime doesn’t pay

People generally agree that you should not receive financial advantage, or even compensation, from a loss suffered as a result of committing a criminal activity. As a res...

Financial planning

11 Jan

When persistence pays off

Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...

Financial planning

11 Jan

How we found the financial planner of the year

The Financial Planner of the Year Award is now in its 19th year. All nominees are required to submit entries which demonstrate their career achievements, input to the fin...

Financial planning

11 Jan

Footie and finance: a good mix

Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....

Financial planning

19 Dec

Government reduces SOA burden

Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...