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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 onActivities 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
Become a credit representative
Compliance, regulation and the training requirements for becoming a credit representative
- Financial planning
Signing client declarations for loans
Signing client declarations for loans or providing a capacity to repay certificate are restricted activities
- Financial planning
Applying 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