Financial Product Advice - Super & SMSF
Super and SMSF Advice - AFSL, Wholesale
Version 4.1 -
Last updated: 18 Nov. 2024
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
| Document | Version | Type | Date |
|---|---|---|---|
| Contributions Advice Policy - AFSL | 3.0 | Policy | 18 Nov. 2024 |
| SMSF Advice Policy - AFSL, Wholesale | 3.0 | Policy | 18 Nov. 2024 |
| Client Fact Sheet – Contributing To Super – Your Options - AFSL | 4.0 | Tool | 17 Nov. 2022 |
| Client Fact Sheet – Retirement Income – Your Options - AFSL | 3.0 | Tool | 17 Nov. 2022 |
| Client Fact Sheet – Death Benefits in Super – Your Options - AFSL | 1.0 | Tool | 7 Dec. 2020 |
| SMSF Advice Work Paper - AFSL | 1.0 | Tool | 2 Sept. 2019 |
| SMSF – Investment Strategy Template - AFSL, Wholesale | 2.0 | Tool | 1 April 2020 |
| Superannuation Replacement Checklist - AFSL | 1.0 | Tool | 19 May 2019 |