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Super & SMSF Advice (Archived 2021-11-26)

This bundle provides the licensee with expectations when advisers provide advice on SMSFs, and when advisers and representatives advise clients to contribute to their superannuation, including guidance on how they can meet the BID requirements.  It includes general information about superannuation and pension retirement income; and additional tools to assist advisers and representatives to establish if an SMSF is appropriate for their clients.

Included documents

  • SMSF Advice Policy Policy Ver. 2 - 14 Feb 2020
  • Contributions Advice Policy Policy Ver. 2 - 14 Feb 2020
  • SMSF Advice Work Paper Tool Ver. 1 - 02 Sep 2019
  • Superannuation Replacement Checklist Tool Ver. 1 - 19 May 2019
  • Client Fact Sheet – Contributing To Super – Your Options (Archived 2021-11-26) Tool Ver. 2 - 07 Dec 2020
  • Client Fact Sheet – Death Benefits in Super – Your Options Tool Ver. 1 - 07 Dec 2020
  • Client Fact Sheet – Retirement Income – Your Options Tool Ver. 2 - 07 Dec 2020
  • SMSF – Investment Strategy Template Tool Ver. 2 - 01 Apr 2020
Price
$450.00
+GST
: $45.00
TOTAL
: $495.00

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