Date posted: April 5, 2016

Its hard to believe that I am almost 3 months old, at FBA! I have had a great time in the last few months learning A LOT about how FBA works and the common issues faced by many family businesses. Of course all businesses are unique, but the commonality of family brings everyone together!

Over the last month we have seen lots of new members, coming from all different industries, no matter what the industry, there are family businesses. If you have a colleague or a friend that is in a family business, point them in the direction of FBA.

Last week we had a Forum Information breakfast, a great way for members that are interested in forums to find out more about these programs before they commit. If you are interested in forums, or wish to attend a future information session please let me know.

The FBA Vic Adviser group meets every second month, the March presentation was well attended and the group heard from Scott Keck, looking at investing in the property market. This presentation provided insight and knowledge for the adviser group to take back to their various clients when advising them on areas to invest in.

Plans are coming together for the Victorian Symposium to be held in May. The venue is to be confirmed, but will be in the inner suburbs of Melbourne. The speakers include:

  • Neil Wilson, Oakton
  • Danielle McNamee, Processworx
  • Ben Meager, KPMG
  • and others TBC

The theme of the conference is Cyber Security, Fraud and HR (to hopefully avoid problems)! Details will be available shortly, but to register your interest please email me –

Coming up in Victoria we have many events to choose from, or come to them all!

  • April 18 – Conversation Series – Crisis Management 
  • May 26 – Adviser Connect Breakfast – Understanding the Victorian Government Grants
  • May 30 – Victorian Symposium – SAVE THE DATE
  • August 17-19 – Family Business Australia National Conference – Registrations open soon

Until next month,

Alex Petersen
VIC and TAS ManagerFamily Business Australia