Our Understanding series is designed to help you get the most from financial advice.
Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your financial advice specialist.
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to investment concepts.
Costs and risks of derivatives
Costs and risks of direct property
Managed Discretionary Accounts (MDA)
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to wealth accumulation (superannuation).
Cash out and re-contribute to super
Non-concessional contributions
Personal deductible contributions
Splitting superannuation contributions
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.
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.
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.
Costs and risks of borrowing by self managed superannuation funds (SMSF)
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to gearing.
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to tax.
Small business CGT concessions
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.
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to insurance.
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.
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to social security.
Disability Support Pension (DSP)
Insurance bond in a private trust
Pensions Income and Assets Tests - Centrelink
Strategies to increase Centrelink or DVA entitlements