Learning Centre

Our learning centre is a resource for clients looking for more detailed information and facts about specific financial topics.

If you'd like further information about a particular topic of interest, please contact your local Fitzpatricks' office.

Please check back for regular updates.

Guiding Clients To Success - Ivan Ang

An article by Simon Munne - Professional Planner magazine

Click here to download an interesting article on an emerging topic within the Australian Financial Planning market, philanthropic giving.

Click here to view the article

The Balancing Act for Business Owners

David Carney and Alf Priestley Financial Advisers, Fitzpatricks Dealer Group

Balancing the issues that confront small business owners is an extremely difficult task. This paper has been prepared to identify the key issues that may affect business owners who wish to maximise the full value from both their business and personal wealth.

Click here to download the whitepaper.

Margin Lending Article - Australian Financial Review 18/6/08

Business owners who entered into margin loan arrangements thinking the income from their business would provide a backstop to their loan repayments in the event of a market downturn have been hit with a double whammy.

Click to read the complete article.

Online Trading Article Australian Financial Review 18/6/08

Choosing the right online broker can be tricky for the first time investor. It’s difficult to know which one to choose and, even more daunting, what to invest in when the account is up and running.

Click here to read the full article.

With changes to the taxation and superannuation laws allowing the passing of tax effective wealth between generations via a SMSF, estate planning in a SMSF is now an important and crucial area to be considered by all members and trustees of a fund.

Click here for a full update.

Our monthly newsletters include some great lifestyle and financial topics that make for a great read. Simply click on the link below to take you through to select from our past newsletters.

Past Newsletters