Study Hub

Study Hub

Last updated on 16th Nov 2018

wealthdigital contains vast amounts of information to assist you in your vocational, undergraduate and postgraduate study in financial planning. The information in this study hub is organised according to subject area. Click on the subject you are studying from the list below and the links to resources from both wealthdigital and external providers will help you succeed in your studies.

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Important Information Note

Each course of study will organise its subjects differently. The subject headings used below are general in nature and you may need to utilise more than one for a specific subject, or you may find one heading below covers more than one of your subjects.

Taxation
Super and Retirement Planning
Financial Planning Environment
Insurance / Risk Management
Investments and Gearing
Estate Planning
Aged Care
Self-Managed Super Funds
Behavioural Finance
Applied Financial Planning
Marketing
Derivatives

 

Taxation

Current tax rates and thresholds Historical tax rates and thresholds
Calculators and tools Strategies and practical examples
Tax for individuals, companies, trusts, CGT and GST Small business tax concessions
Tax issues when investing for children Super fund taxation
Tax on super lump sums Tax on super income streams
Tax on super termination payments Tax on insurance bonds

 

Super and Retirement Planning

Super rates and thresholds: Current Historical
Centrelink rates and thresholds: Current Historical
Centrelink ready reckoner: Current Historical
DVA rates and thresholds: Current Historical
Guide to Australian Government Payments Super rules and regulations (incl. strategies)
Income stream rules and regulations (incl. strategies) Social security rules and regulations (incl. strategies)
Centrelink calculators and tools Super calculators and tools
Income stream calculators and tools Client-facing articles

 

The Financial Planning Environment

EXTERNAL - ASIC's RG175: Licensing financial advisers EXTERNAL - ASIC's RG146: Training of financial advisers
EXTERNAL - ASIC's RG244: Giving information, general and personal advice FASEA's consultations and processes
EXTERNAL - FPA's CPD policy EXTERNAL - TPB's hub for Tax (Financial) Advisers
EXTERNAL - The APRA/ASIC relationship EXTERNAL - Royal Commission into Financial Services
Industry coverage from wealthdigital  

 

Insurance / Risk Management

Personal life insurance rules and regulations Business insurance rules and regulations
Insurance advice checklists Client-facing articles
Research article - life insurance commissions reforms  

 

Investments and Gearing

Investment classes, vehicles and portfolio construction Gearing including types of product
Investment and debt management strategies Gearing strategies
Gearing calculators and tools Client-facing articles

 

Estate Planning

Wills Powers of Attorney
Trusts Taxation of the estate
Social security and estate planning Estate planning tools
Estate planning strategies  

 

Aged Care

Current aged care rates and thresholds Historical aged care rates and thresholds
Aged care rules and regulations Aged care strategies
Aged care advice checklists Client-facing articles

 

Self-Managed Super Funds

General superannuation information SMSF rules and regulations
SMSF strategies SMSF templates and checklists
Client-facing articles  

 

Behavioural Finance

EXTERNAL - Review of Behavioural Finance EXTERNAL - Journal of Behavioural Finance
EXTERNAL - Journal of Behavioural and Experimental Finance EXTERNAL - Financial Capability Research Archive

 

Applied Financial Planning

The advice process Super basics
Tax basics Asset classes
Insurance basics Gearing basics

 

Marketing

Building client communication protocols EXTERNAL - What is your brand story?
EXTERNAL - Identifying opportunities with client segmentation EXTERNAL - Journal of finance and marketing
EXTERNAL - Channel marketing Marketing campaign checklist

 

Derivatives

Alternative investments EXTERNAL - ASIC's MoneySmart: Complex investments
EXTERNAL - Investopedia: Derivatives EXTERNAL - Parliamentary briefing: Over-the-counter derivatives