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:
Technical competence
ASIC RG 146 Knowledge Requirements:
Superannuation

Challenger’s Sean Howard looks at means testing changes and the benefits the changes offer for asset-tested retirees.

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

Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and explains why they can be an excellent parallel strategy to super, as well as an effective estate planning tool.

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

SuperConcepts’ Graeme Colley explains why self-managed super funds are likely to come under more scrutiny following recent court decisions and how trustees and their clients can be prepared.

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

Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most compliant way.

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

IOOF’s Claudine Siou explains how your super would be affected in the event of bankruptcy.

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

iShares’ Christian Obrist answers ten popular questions investors have about ETFs.

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

The legislative trend since 2007 towards lower super contribution caps means financial services professionals must be even more vigilant about maximising their clients’ super contribution opportunities. Although several Federal governments have attempted to simplify the superannuation system, the contribution rules remain complicated, and may become even more so in future years.

CONCESSIONAL CONTRIBUTIONS

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

A technical expert from Capital Fund Management explores how alternative strategies can provide returns without increasing portfolio risk

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

Trustees looking to wind up an SMSF have a range of options available and one of the most appealing, Luke Costa writes, is rolling into a Small Australian Prudential Regulation Authority Fund.

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

Janet Manzanero-Caruana breaks down the detail of the pension loan scheme and looks at what types of retiree it could benefit.