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Financial planning guides and calculators
Content Summary
Guidance notes
Advising on aged caredownload
PDF · 314.9 KBAdvising on aged care
Advising on SMSFsdownload
PDF · 385.3 KBAdvising on SMSFs
Consumer credit reformdownload
PDF · 165.5 KBConsumer credit reform
SMSFs and propertydownload
PDF · 248.8 KBSMSFs and property
Tax and superannuation guides
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The trouble with sophisticated investors
The low bar for sophisticated investors is proving risky, but there’s a fix in the Corporations Act.
- Financial planning
article·Published onUrgent review of sophisticated investor criteria needed
Many clients now qualify as sophisticated investors. Here’s why it’s important to exercise caution.
- Financial planning
article·Published onApplying for your Australian credit licence
An Australian credit licence (ACL) authorises you and your representatives to engage in the credit activities that are specified on the licence.
- Financial planning
Signing client declarations for loans
Signing client declarations for loans or providing a capacity to repay certificate are restricted activities
- Financial planning
Become a credit representative
Compliance, regulation and the training requirements for becoming a credit representative
- Financial planning
Activities that can be provided without holding a credit licence
What you can and can’t provide to a consumer without an Australian credit licence
- Financial planning