Shadforth news

Blogs with the keyword "Shadforth news"

News from our CEO

16 May 2019

Message from Terry Dillon – Shadforth CEO.

The super 'transfer balance cap' explained

21 Mar 2019

Since 1 July 2017, the Government has placed a cap on how much super you can hold in a retirement income stream. Here’s what you need to know.

Is cash set to become a thing of the past?

21 Mar 2019

Some financial professionals are predicting Australians could be living in a cashless society in less than a decade.

What to look out for in 2019

21 Mar 2019

As we look towards the next Federal election and beyond, it’s important to understand both the existing Government and the opposition party’s proposed policies relating to superannuation and tax.

Is a family trust a good solution for you?

21 Mar 2019

To decide whether a family trust could be good for your family it’s important to understand how they work and the advantages and disadvantages.

News from our CEO

21 Mar 2019

An update on the Royal Commission final report.

News from our CEO

20 Dec 2018

Message from Terry Dillon – Shadforth CEO.

Message from Terry Dillon — CEO

07 Dec 2018

End of year message from Terry Dillon Chief Executive Officer of Shadforth Financial Group.

Leadership - on and off the field

28 Aug 2018

The buzz you get when 95,000 people are screaming your name at the MCG is tough to beat.

News from Shadforth

28 Aug 2018

We are proud to announce that we have taken out 11 of the 50 spots in Barron’s Top 50 list of Australian financial advisers.

Continued success in Australia's Top 50 Financial Advisers

15 Jun 2018

We are proud to announce that we have taken out 11 spots in Barron’s Top 50 list of Australian financial advisers, as ranked by the respected New York-based financial investment publisher.

News from Shadforth

24 May 2018

It is with pleasure that we announce that Terry Dillon is the new Chief Executive Officer (CEO) of Shadforth Financial Group.

News from Shadforth

13 Nov 2017

September was all about footy — both AFL and Rugby League.

News from Shadforth

28 Aug 2017

We’re proud to announce that eight of our financial advisers have been recognised in the inaugural Barron’s Top 50 Financial Advisers in Australia, as published in the 21 July edition of The Deal, The Australian’s business magazine.

Success in inaugural Australia's Top 50 Financial Advisers

26 Jul 2017

We are proud to announce that eight of our financial advisers have been recognised in the inaugural Top 50 Financial Advisers in Australia in 21 July’s edition of The Deal, The Australian's business magazine.

News from Shadforth

12 May 2017

Congratulations to Dana Longton from our General Insurance team.

News from Shadforth

27 Feb 2017

Learn about our Client Experience Survey and a Shadforth Member of the Order of Australia appointee.

News from Shadforth

25 Aug 2016

Recently our Victorian team, with support from the IOOF Foundation, partnered with the Ardoch Youth Foundation in a two-year Literacy Buddy program.

Federal Budget update 2016/17

04 May 2016

This was not your typical Budget. Instead, the Treasurer, Scott Morrison, attempted to build an election platform for the Government and overall, this Budget is quite fair to most people.

News from Shadforth

22 Feb 2016

We’re pleased to welcome Angus Benbow as the new Chief Executive Officer of Shadforth Financial Group.

News from Shadforth

01 Jul 2015

We are very proud to announce that Michael Stucken, Private Client Adviser in our North Sydney office was named Young Achiever of the Year at the recent Money Management Fund Manager of the Year Awards.

Natural synergies

17 Apr 2014

As brothers, David and Craig Raits have always been close. They studied the same subjects at school, obtained the same degree at university, became CPAs, and even now work for the same company.

Shadforth supporting Youth Focus

08 Feb 2013

​At Shadforth Financial Group we believe in a healthy well-being for our staff and if we can couple that with raising money for a good cause that's even better!