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We spend a lot of time talking about succession planning, fairness and preparing the next generation to inherit wealth. But preparation can start … The West Australian feature: Why parents should stop saying ‘we can’t afford it’
We spend a lot of time talking about succession planning, fairness and preparing the next generation to inherit wealth. But preparation can start … The West Australian feature: Why parents should stop saying ‘we can’t afford it’
For many business owners, years are spent preparing the business for sale. Far less time is spent preparing for what comes next. In … Fitzpatricks Advice Partners featured in The West Australian
As uncertainty continues around proposed capital gains tax changes, this WA Today article highlights a more fundamental issue facing many families – the … Fitzpatricks Advice Partners featured in WA Today
By Jasia Fabig, General Manager, Advice Fitzpatricks Advice Partners June 2025 Advisers listen, understand, guide and reassure, making both technical and soft skills … National firms should bring professional development in-house
By Andrew Fairweather, CEO Fitzpatricks Group June 2025 Advisers and their business partners must do more to drive process improvements and efficiencies; attract, … Trump highlights the value of advice
Jasia Fabig expands on the notion of the "charter" and why it is both relevant and important to the world of financial services today.
Recently our Head of Licensee Services, Lyn Dixon, was featured in an article in the Professional Planner publication. She was consulted in conjunction … Licensees show mixed reaction to SOA replacements
After considering feedback from the financial planning industry and major accounting bodies, the Australian Taxation Office (ATO) has finally released Taxation Determination (TD) … ATO updates advice fee deduction rules
In recent years, federal budgets have been getting leaner with announcements of new measures impacting superannuation, and this year’s budget was no different. … The Federal Budget was super for super’s sake – calm!