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Understanding series

Our Understanding series is designed to help you get the most from financial advice.

Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your adviser.

Understanding debt management This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to debt management.
  Understanding retirement income This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to retirement income.
  Understanding social security This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to social security.
  Understanding insurance This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to insurance.
  Understanding superannuation This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to wealth accumulation (superannuation).
  Understanding estate planning This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to estate planning.
  Understanding investment concepts This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to investment concepts.
  Understanding tax This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to tax.
  Understanding business insurance This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to business insurance.
  Understanding gearing This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to gearing.
  Understanding SMSF This document provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to self-managed super funds.
Understanding
the $1.6 million transfer balance cap
This document provides some additional information to help you understand the $1.6 million transfer balance cap.