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Toolkit

  • Limited AFS licence toolkit
  • Regulation of SMSF advice

Guidance notes

  • Guidance note on accountant's letters and capacity to repay certificates (PDF)
  • Guidance note for advising on aged care (PDF)
  • Guidance note for advising on SMSFs (PDF)
  • Guidance note for consumer credit reform (PDF)
  • Guidance note on SMSFs and property (PDF)

Tax and superannuation guides

  • Superannuation, tax and social security guide 2020-21
  • Superannuation, tax and social security guide 2019–20
  • Superannuation, tax and social security guide 2018–19
  • Superannuation, tax and social security guide 2017–18
  • Tax and social security guide 2016–17 (PDF)
  • Superannuation guide 2016–17 (PDF)
  • Tax and social security guide 2015–16 (PDF)
  • Superannuation guide 2015–16 (PDF)
  • Tax and social security guide 2014–15 (PDF)
  • Superannuation guide 2014–15 (PDF)
  • Tax and social security guide 2013–14 (PDF) 
  • Superannuation guide 2013–14 (PDF)

Top tips for financial advisers

  • Top tips for financial planners: Credit and Investments Ombudsman
  • Top tips for getting financial advice right: Financial Ombudsman Service

ASIC calculators

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