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Insights

Developments in changing a Financial Manager

9 November 2017

We often meet parents who are unhappy with the work and attitude of an institutional financial manager appointed over their child. It used…

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Replacing a Financial Manager

9 November 2017

See below for an article Lexis Nexis published three years ago on the process to change a financial manager. Replacing a financial manager…

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Innovation Delegation to Ireland September 12th – 15th 2017

14 September 2017

We are pleased to be invited to be involved in this delegation to my home town Dublin. I am struck by how much…

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FPA Future2 Charity Golf Day – results are in

14 September 2017

… and the winner of the putting competition was Chris Carter from First State Super. Well done Chris!…

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Confessions of a Dual Citizen

21 August 2017

This article was adapted and published by newmatilda.com Article on dual citizenship.pdf…

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New financial year, new office

2 July 2017

We are pleased to return to the office where Donal’s legal career in Australia started, Henry Davis York at 44 Martin Place. It’s…

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Financial Year End Planning

29 June 2017

Donal Griffin was quoted in this article. Please contact us if you need an introduction to a financial adviser as we know good…

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Philanthropic Support

27 April 2017

We were pleased to support the Jarry Fund for St Vincent’s Nurses lunch held on 19 April 2017 at the home of Margot…

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Super Reforms 2017

19 April 2017

This is an article summarising some of the “to dos” WELL before 30 June 2017. Please call us if you would like an…

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SMSF Association National Conference 2017 Melbourne

2 March 2017

We were very pleased to be asked to speak on the challenge of aligning superannuation nominations with Wills at the Association National Conference. Please…

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