Last week we headed back to the Eyre Peninsula – our first trip for 2015.  After flying into Port Lincoln, we still managed to cover over 800 km in 4 days, visiting places like: Wharminda, Kielpa, Darke Peak, Kimba, Wudinna and Port Lincoln.

One of the highlights of the trip was a being taken for a 4WD tour by a client up Darke’s Peak, a small mountain range situated behind the town.  It was quite a slow and bumpy ride along the old fire track but the view from the top was quite spectacular.  You can see the sheer drop to the western side, which overlooks a nearby farm.  It was the only place with reliable phone reception too, which was convenient for Bob as he took the opportunity to do an interview with the Advertiser.  For interest sake, the newspaper article he featured in can be found here.

We expect to head back to the Eyre Peninsula in March.


2014 SPAA ConferenceLast week, Bob and I attended the annual 2014 SPAA Conference in Brisbane.  For those not in the industry, SPAA stands for the SMSF Professionals’ Association of Australia.

SPAA is a highly regarded member association committed to raising industry standards and looking after the needs of Self Managed Super Fund professionals across Australia.

We consider our membership and involvement with SPAA as a vital part of our ongoing education in the growing area of Self Managed Super Funds by keeping us up-to-date with changes to strategies and legislation.

The theme of this year’s conference was ‘Ride The Wave’, in reference to the growing popularity of SMSFs and the need for competent professionals to provide advice in this area.  The conference was held over three days and well attended by over 1,400 professionals, ranging from financial advisers, accountants, SMSF administrators and auditors.

As usual, we heard many different speakers from a wide range of backgrounds, ranging from highly-technical to the more thought-provoking, such as the evolving role that technology is playing in the sector.  We also had a chance to hear from both sides of parliament and their stances on the proposed changes to the Future of Financial Advice (FOFA) legislation.

It was also a great opportunity to meet some new people from around the country!

Planning for Prosperity will again have an indoor site at the YP Field Days in 2013.  Please feel free to stop by and have a chat or ask us any questions you may have.  We look forward to seeing you there!

When: 24th – 26th September 2013
Where: Paskeville, South Australia – View Map
Grant Pavilion – Site 25 – View site map


242 Glen Osmond Road, Fullarton SA 5063
Phone: (08) 8333 0790 | Fax: (08) 7200 2647

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