Financial planning checklists
For super, tax returns and statements of advice.
In this toolkit, you will find a range of resources to assist with financial planning and superannuation matters.
Your legal obligations and membership obligations are outlined in detail in the following sections:
- About APS 12 - Statement of financial advisory service standards
- Your obligations and options under financial services reform
You might also be interested in
- Cooper super system review
- Find a financial planner
- SMSF Trustee Education Program (Self-Managed Superannuation Funds)
