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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 onBecome a financial adviser
Discover the education and experience requirements and ethical obligations for financial advisers
- Financial planning
Regulations for financial planning
Regulation of SMSF advice, regulation of consumer credit and regulation of tax (financial) advisers
- Financial planning
Education requirements for existing financial advisers
Information for existing financial advisers regarding education pathways
- Financial planning
Regulation of consumer credit
Understanding the regulation of consumer credit is vital for credit representatives
- Financial planning