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

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.

Quiz available
Tools & guides
FASEA CPD Areas:
Capability
ASIC RG 146 Knowledge Requirements:
Life insurance

Suzie Brown outlines some of the key considerations for financial advisers when making life insurance recommendations and provides an overview of the upcoming legislative change.

Quiz available
Features
FASEA CPD Areas:
Critical Thinking 0.5 hour
ASIC RG 146 Knowledge Requirements:
Taxation (0.25 hour) Superannuation (0.25)

Tim Sanderson writes that some small business owners selling their business assets could be eligible for one or more capital gains tax concession, and navigates the tips and traps to maximise super contributions.

Quiz available
Features
FASEA CPD Areas:
Critical Thinking (0.25 hour)
ASIC RG 146 Knowledge Requirements:
Financial Planning (0.25 hour)

While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of capital.