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.

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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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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

20 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 day 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago