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Everything from Eureka Whittaker Macnaught

EWM accelerates super firm journey with three acquisitions and two mergers

From Eureka Whittaker Macnaught

Multidisciplinary financial advice business, Eureka Whittaker Macnaught, has announced plans to become a super firm, with the imminent completion of three new acquisitions to boost the group’s annual revenue to

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09 Dec 2025

SMSF Association celebrates legacy pension amnesty as a win for retirees

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The SMSF Association has lauded the Federal Government’s decision to fast track the implementation of a legacy pension amnesty. SMSF Association CEO Peter Burgess says this is an early Christmas

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11 Dec 2024

SMSF Association supports push for affordable and accessible financial advice

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The SMSF Association says the framework outlined in the second tranche of the Government’s Delivering Better Financial Outcomes (DBFO) reform package lays the groundwork for reducing the cost and improving

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05 Dec 2024

Self managed super funds surpass $1 trillion milestone, highlighting the strength and professionalism of the sector

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The self managed super fund (SMSF) sector has notched up a significant milestone following the release of the Australian Taxation Office’s (ATO) September 2024 quarter SMSF statistics which show total

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27 Nov 2024

Eureka Whittaker Macnaught acquires Warren McHattan practice

From Eureka Whittaker Macnaught

Leading financial planning firm, Eureka Whittaker Macnaught, has acquired Warren McHattan’s financial planning practice at Parramatta in Sydney’s greater west. Both businesses are licensed through Financial Wisdom Limited, and this

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26 Jul 2019

Eureka Financial Group expands into Eureka Whittaker Macnaught

From Eureka Whittaker Macnaught

Eureka Financial Group (Eureka) will more than double in size following their successful acquisition of assets from the highly-respected Queensland financial planning group Whittaker Macnaught. As one of the biggest

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25 Jun 2013

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]