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: 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...
Quiz Available
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...
Quiz Available
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...
Quiz Available
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...
Quiz Available
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...
Quiz Available
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...
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago