SoA (Reference Guides)

These documents are information references to be used in conjunction with your Statement of Advice, Product Disclosure Statements (PDSs) and research materials provided.

It contains information about our recommendations that you should read and understand. Further and more expansive information on any product recommended is available in the Product Disclosure Statements and research material provided with your Statement of Advice or Record of Advice.

This document does not contain financial advice and does not make recommendations for your specific financial situation and current circumstances. Information provided is general or factual in nature and should be read with consideration of your personal situation, needs and objectives.

File Name Description Size Download
Financial Planning Fundamentals.pdf Reference Guide (Version 1.2) 219.0 Kb Download
Investments.pdf Reference Guide (Version 1.2) 150.0 Kb Download
Self Managed Superannuation Funds.pdf Reference Guide (Version 1.2) 347.0 Kb Download
Defined Benefit Scheme Health Super.pdf Reference Guide (Version 1.2) 312.0 Kb Download
Wealth Protection.pdf Reference Guide (Version 1.2) 228.0 Kb Download
Social Security.pdf Reference Guide (Version 1.2) 481.0 Kb Download
Estate Planning.pdf Reference Guide (Version 1.2) 245.0 Kb Download
Limited Advice Service.pdf Reference Guide (Version 1.2) 179.0 Kb Download