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

IOOF TechConnect’s Mark Gleeson explains the changes that advisers need to be aware of for their clients ahead of the move from Newstart to JobSeeker Payment this month.

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

Business owners or self-employed individuals in Australia present an opportunity for advisers to engage with customers who may have a greater net-worth and need for financial advice, writes David Glen.

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

Advisers need to ensure contribution strategies for this financial year are carefully planned as there is no indexation of the $1.6 million super caps from July, Bryan Ashenden writes.

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

David Barrett looks at the complexity of the tax (financial) advice regime.

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

Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income.

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

Markets across the globe are treading murky waters as geopolitical issues impede on economic growth. But, writes Wheelhouse’s Alastair MacLeod, there are some investment strategies offering a diversified source of return to portfolios, including buy-write strategies.

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.