Building an aged care value proposition

Members of the Financial Planning Association (FPA) attended Advanced Technical CPD Workshops around the country in November and December last year.

In the first of a three part series, Professional Planner Online filmed the session Building your Aged Care Value Proposition – facilitated by Louise Biti, director of Strategy Steps.

Each workshop ran for two hours but the video below has been edited down to 30 minutes.

For more information on Louise Biti’s seminars on advice in aged care, click here.

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Shield, First Guardian growth was captured in APRA performance test data

Shield, First Guardian growth was captured in APRA performance test data

Analysis of data collected by APRA for the annual superannuation performance test showed the prudential regulator could see the rapid growth of the Shield and First Guardian master funds. But the regulator defended inaction, saying it doesn’t have the capability to investigate any red flags.

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