CPD Toolbox

Education centre used by financial planners as evidence of continuing professional development. Complete the online quizzes that accompany each article and immediately begin earning CPD points.

Quiz available
Tools & guides
FASEA CPD Areas:
Regulatory compliance and consumer protection
ASIC RG 146 Knowledge Requirements:
SMSF

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical competence
ASIC RG 146 Knowledge Requirements:
Financial Planning

Investments bonds offer a number of flexible, tax-advantaged benefits, writes Emma Sakellaris, but these are often overlooked as old fashioned when it comes to portfolio allocations.

Quiz available
Tools & guides
FASEA CPD Areas:
Client care and practice
ASIC RG 146 Knowledge Requirements:
Financial Planning

Changes to advice technology are prompting more interest from clients in digital advice so it is important that advisers understand the difference, writes Craig Keary.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical competence
ASIC RG 146 Knowledge Requirements:
Superannuation

There is lots to consider when withdrawing lump sum amounts from superannuation, writes Anna Mirzoyan, especially if they want to recontribute it at a later date.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Superannuation

Superannuation can be used each year to utilise tax and retirement savings, writes Tim Howard, so how can couples put theirs to best use to see the joint benefits?

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Managed Investments

When used for diversification purposes in a portfolio, writes Richard Quin, global credit can offer higher income for investors with less risk than equities.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Managed Investments

Earnings acceleration is an underexamined metric that can add important diversification benefits to portfolio construction and provide investors with an additional tool, writes Laura Granger.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Financial Planning

Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small business.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Life Insurance

Anna Mirzoyan explains the various payment options and considerations when it comes to advising clients on total permanent disability insurance.

Quiz available
Tools & guides
FASEA CPD Areas:
Client Care and Practice
ASIC RG 146 Knowledge Requirements:
Financial Planning

Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the process.