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Financial planning guides and calculators
Content Summary
Guidance notes
Tax and superannuation guides
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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
Regulation of consumer credit
Understanding the regulation of consumer credit is vital for credit representatives
- 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
Education requirements for existing financial advisers
Information for existing financial advisers regarding education pathways
- Financial planning
Regulations for financial planning
Regulation of SMSF advice, regulation of consumer credit and regulation of tax (financial) advisers
- Financial planning