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:
Financial Planning

Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small business.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Life Insurance

Anna Mirzoyan explains the various payment options and considerations when it comes to advising clients on total permanent disability insurance.

Quiz available
Tools & guides
FASEA CPD Areas:
Client Care and Practice
ASIC RG 146 Knowledge Requirements:
Financial Planning

Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the process.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Managed Investments

There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked.

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

John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Life Insurance

When it comes to divorce and separation, Alex Koodrin examines why it is important to talk with clients about the implications for life insurance sooner rather than later.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Managed Investments

There are plenty of ESG funds available on the market, writes Warwick Schneller, but the lack of universal definition means some may not be having a real-world impact.

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

Traditional sources of safety and protection for capital have been turned on their heads and Tim Dowling finds how advisers can help safeguard retirement portfolios in a low-yield world.

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

Investing with an ESG focus in mind, writes David Smith, is no longer a ‘nice to have’ for investors and can lead to better performance over the long-term.

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

In an age of disruption, writes Hendrik-Jan Boer, various factors can be applied to establish which companies are the transition winners.