Loading...
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
Discover more
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 onSigning client declarations for loans
Signing client declarations for loans or providing a capacity to repay certificate are restricted activities
- Financial planning
Regulation of consumer credit
Understanding the regulation of consumer credit is vital for credit representatives
- Financial planning
Regulations for financial planning
Regulation of SMSF advice, regulation of consumer credit and regulation of tax (financial) advisers
- Financial planning
Regulation of SMSF advice
Accountants often provide advice on SMSF to clients
- Financial planning