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
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Tools & guides
FASEA CPD Areas: Client care and practice
ASIC RG 146 Knowledge Requirements: Financial Planning
The Government’s Quality of Advice Review is one of the most important financial services policy reviews to be held in recent years. It will consider improvements to the regulatory framework to reduce...
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Quiz Available
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Tools & guides
FASEA CPD Areas: Technical competence
ASIC RG 146 Knowledge Requirements: Superannuation
The recent changes introduced to superannuation contribution rules provide increased opportunities for cash out recontribution strategies. While the strategy aims to increase the tax-free portion of s...
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Quiz Available
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Tools & guides
FASEA CPD Areas: Technical Competence
ASIC RG 146 Knowledge Requirements: Superannuation
A person’s superannuation savings are accumulated at the individual level. While you can own an investment property, shares, or have a joint bank account with another person, your superannuation is un...
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Quiz Available
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Tools & guides
FASEA CPD Areas: Technical Competence
ASIC RG 146 Knowledge Requirements: Managed Investments
The relationship of earnings acceleration to outperformance has had only limited empirical studies. In fact, most studies focus on the US market, and we believe our research is one of the first to exa...
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Quiz Available
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Tools & guides
FASEA CPD Areas: Technical Competence
ASIC RG 146 Knowledge Requirements: Financial Planning
One of the fundamental requirements for applying capital gains tax (CGT) concessions is the asset being sold must be ‘active’ and this is not always as easy or straight-forward as it sounds. The ba...
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Quiz Available
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Tools & guides
FASEA CPD Areas: Technical Competence
ASIC RG 146 Knowledge Requirements: Life Insurance
When providing insurance advice to clients, a common strategy considered by financial planners is holding insurance in superannuation where possible. There may be various benefits in holding insurance...
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JOHN GILLIES

tHOSE 989 WHO ARE CEASED WILL GO ON TO LIVE A LONG AND HEALTHY LIFE JG...

4 days 1 hour ago
Chris Cornish

What a sticth-up. Looks like Labor Senator Jess Walsh follows Stephen Jones who follows what the industry super funds ...

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Peter Swan

This report is a blatant display of far-left factional partisanship, treating superannuation funds as state property and...

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ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 5 days ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

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