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

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.

Quiz available
Tools & guides
FASEA CPD Areas:
00
ASIC RG 146 Knowledge Requirements:
Superannuation (0.24 hour)

Bryan Ashenden lays out who should be taking advantage of the Government’s downsizer strategy and why, and how advisers can help them do so.

Asset manager, Legg Mason has today announced the launch of a new global bond fund for Australian investors.
Quiz available
Tools & guides
FASEA CPD Areas:
Technical competence
ASIC RG 146 Knowledge Requirements:
Financial Planning

Christian Obrist makes the case for international equities and outlines how investors can get them into their portfolios.

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

Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament.

Quiz available
Tools & guides
FASEA CPD Areas:
00
ASIC RG 146 Knowledge Requirements:
Superannuation (0.5 hour)

Superannuation has faced a plethora of legislative change in recent years. Bryan Ashenden breaks down what advisers need to understand about these to take the scare factor out of super.