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CPD Toolbox

Earn CPD hours for free with Money Management's CPD Toolbox. Read articles and take quizzes to receive a certificate to use as evidence of Continuing Professional Development. New content every fortnight.

Quiz available
Tools & guides
FPA Dimension:
00
ASIC RG 146 Knowledge Requirements:
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With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules.

Quiz available
Tools & guides
FPA Dimension:
Critical Thinking (0.5 hour)
ASIC RG 146 Knowledge Requirements:
Superannuation (0.5 hour)

Mark Gleeson explores how having too much money in superannuation could stop advisers’ clients maximising the retirement benefits available to them.

Quiz available
Tools & guides
FPA Dimension:
Capability
ASIC RG 146 Knowledge Requirements:
Financial Planning

For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes.

Quiz available
FPA Dimension:
Critical Thinking
ASIC RG 146 Knowledge Requirements:
Superannuation
Quiz available
Tools & guides
FPA Dimension:
Critical Thinking
ASIC RG 146 Knowledge Requirements:
Financial Planning

With the downsizer contribution reforms having recently taken effect, Yvonne Chu looks at whether utilising the new rules will leave clients better or worse off.

Quiz available
Tools & guides
FPA Dimension:
Critical Thinking
ASIC RG 146 Knowledge Requirements:
Superannuation

Rahul Singh explains how to contend with the planning issues stemming from the recent introduction of downsizer contribution rules while still utilising the opportunity to contribute to superannuation.

Quiz available
Tools & guides
FPA Dimension:
Capability
ASIC RG 146 Knowledge Requirements:
Securities

With the return of volatility across global markets and some investors calling the top of the equity cycle, Christian Obrist and Blair Hannon ask whether now is the time to consider investing in low-volatility exchange-traded funds?