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Financial Planning

Information and services relating to financial planning.

Latest news

• Agribusiness managed investment schemes submission

• Move to fee-based remuneration the right step

General information

• What is financial planning?
• Improve your financial literacy
• Getting financial planning advice
• CPA Australia and financial planning

Tools

• Statement of advice checklist
• Statement of advice templates
• ASIC templates
• Find a financial planner
• Update your financial planning details

Resources

• How to become a financial planner (RG 146)
• RG 146 Compliance solution
• Advising in SMSFs Program
• Financial planning specialisation (FPS)
• Financial Services Reform Act
• APS 12 - Statement of financial advisory services
• Guidance notes for best practice
• Superannuation and tax and social security rates 2008-2009
• Policy statement: Tax deductibility of financial planning advice
• Financial planning submissions
• Financial planning research
• Library resources
• Contact details

Feature articles

• A bounty awaits
• Fingers in the pie
• Facing the bull market
• More feature articles