Understanding Series

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to debt management.

Understanding debt management – version 5.0

Debt management

Redraw facility

Debt recycling

Costs and risks of reverse mortgages

These documents provide provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to retirement income.

Understanding retirement income – version 5.2

Understanding the $1.6 million transfer balance cap – version 1.1

Account Based Pensions

Transition to Retirement Pensions

Annuities

Transfer balance cap

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to insurance.

 Understanding insurance – version 5.2

Income Protection Insurance

Term Life Insurance

Total and Permanent Disablement – TPD – Insurance

Trauma or Critical Illness Insurance

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to estate planning.

Understanding estate planning – version 5.2

Advance Care Directive

Family Trusts

Powers of Attorney

Special Disability Trust

Superannuation death benefits

Testamentary Trusts

Wills

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to tax.

Understanding tax – version 5.1

Small business CGT concessions

Redundancy payments

Salary packaging

Tax considerations for non-residents

Taxation

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to business insurance.

Understanding Business Insurance – version 5.2

Business Continuation Insurance

Business Expenses Insurance

Business Succession Agreement and Funding

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to gearing.

Understanding gearing – version 5.1

Costs and risks of gearing

Costs and risks of gearing into superannuation

Costs and risks of margin lending

These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to self-managed super funds.

Understanding SMSF – version 5.1

Commencing an SMSF pension

Costs and risks of borrowing by self managed superannuation funds (SMSF)

Key SMSF investment rules

Limited Recourse Loan

Self managed superannuation funds

The SMSF Investment Strategy

Latest Articles

Stay informed

Let's Chat