CPD Knowledge Hub

Jun. 13, 2025

CPD: Retirement income strategy choices

There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies.

May 07, 2025

CPD: Tax and Self-Managed Super Funds

Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year.

Apr. 08, 2025

CPD: A new approach to assessing risks in retirement

We examine the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk.

Mar. 18, 2025

CPD: Risk and retirement

Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article explores these risks and the potential financial and emotional impacts on your clients.

Mar. 11, 2025

CPD: Super tax facts

Superannuation is regarded as the most tax-effective way to save for retirement. However, tax effective is not tax free.

Dec. 02, 2024

CPD: Tax and Trusts

Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of objectives, including effective tax management.

Nov. 18, 2024

CPD: Financial confidence and certainty in retirement

As an increasing number of Australians face retirement, there are mixed emotions. Will it be a time to realise dreams and accomplish long-held plans?

Oct. 04, 2024

CPD: Deceased estates and tax

Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death.

Sep. 13, 2024

CPD: The retirement spending plan

Retirement is often seen as a time of relaxation, freedom and the opportunity to enjoy the fruits of a lifetime of hard work. However, without careful planning, the financial aspects…

23 releases in total

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