Understanding Series ...
The Understanding Series of documents are presented as Acrobat pdf documents, so users may need a current versions of Acrobat Reader to view them. Users can download a current version free from the Adobe website.
The Understanding Series of documents provide additional information to help you understand the financial planning concepts indicated by the subject name. Click on the topic of interest in the dot points below to open a new window where the document will display:
- Understanding Investment Concepts
- Understanding Debt Management
- Understanding Gearing
- Understanding Wealth Accumulation (Non-Super)
- Understanding Wealth Accumulation (Super)
- Understanding Self Managed Super Funds (SMSF)
- Understanding Retirement Planning
- Understanding Social Security
- Understanding Insurance
- Understanding Business Insurance
- Understanding Estate Planning
If you do not understand something or would like more clarification please contact us.
'Incorporation by Reference' and the Understanding Series'
Following the introduction by the Australian Government of the 'Incorporation by Reference' legislation, much of the essential generic of educational text that was previously required in a Statement of Advice document can now be featured in areas like the "Understanding Series". This helps reduce the size of the Statement of Advice document you are provided whenever financial advice specific to your situation is provided to you. The intent of doing this is to help make the advice clearer and more concise.