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Gwen Fletcher: Farewell to the First Lady of Financial Planning

Gwen Fletcher: Farewell to the First Lady of Financial Planning

The financial planning profession owes so much to the matriarch and pioneer of financial planning in this country, Gwen Fletcher, who passed away recently after spending almost 50 years devoting her…

Natural synergies

Natural synergies

As CPAs, brothers David and Craig Raits saw definite synergies between the accounting and financial planning professions, which motivated them to gain the CFP® certification. Was it a decision well…

The missing 80%

The missing 80%

Fears that scaled advice will disrupt financial planners are unfounded and ignore new opportunities for planners, writes Cameron O’Sullivan.

Super and estates: Can you trust trusts?

Super and estates: Can you trust trusts?

Martin Breckon discusses how planners can use different types of trusts within estate planning using superannuation as the funding source.

The power of LinkedIn

The power of LinkedIn

Baz Gardner shares his top six tips that will enable planners to build their brand and profit from the opportunities available from LinkedIn.

News

Perkovic joins Future2 board

Perkovic joins Future2 board

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Commonwealth Bank Executive General Manager Advice, Marianne Perkovic, has joined the board of the Future2 Foundation.

Risky times for investors

Risky times for investors

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The current economic landscape is full of major economic and political threats which have the power to devalue assets and destroy wealth, according to investment research firm van Eyk Research.

FoFA amendments before Parliament

FoFA amendments before Parliament

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On 19 March, the Government introduced the Corporations Amendment (Streamlining of Future of Financial Advice) Bill 2014 to Parliament, with many of the amendments supported by the FPA.

Future2 grants now open

Future2 grants now open

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The nomination process is now open for this year’s Future2 Make a Difference! grants, with applications only open for four months – from 1 April to 31 July.

Aged Care strategies webinar for members

Aged Care strategies webinar for members

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With the impending 1 July changes to the Aged Care system, the FPA is teaming up with the Aged Care Gurus and Austock to present a webinar on Monday 28 April, that will cover off on these changes.

TASA Toolkit

TASA Toolkit

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As part of its commitment to assist planners prepare for the new TASA regime on 1 July, the FPA is rolling out a range of tools and resources.

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Analysis

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Opinion

The missing 80%

Cameron O'Sullivan

The missing 80%

Fears that scaled advice will disrupt financial planners are unfounded and ignore new opportunities for planners, writes Cameron O’Sullivan.

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Practice Management

The power of LinkedIn

The power of LinkedIn

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Baz Gardner shares his top six tips that will enable planners to build their brand and profit from the opportunities available from LinkedIn.

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Technical

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Photos

Best Practice Awards Melbourne 2012

The FPA's 20th Anniversary celebrations got into full swing at Etihad Stadium in Melbourne on 16 November.

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