Skip to main content

Content Library

Our Client Education materials below are informational only and are general in nature. These do not take into consideration your personal circumstances, objectives and goals.You should meet with a financial planning specialist for personal advice. We note this should be read in conjunction with your Statement of Advice or Record of Advice.

Account Based Pension

Commencing an SMSF Pension

Consolidating Superannuation

Establishing an SMSF

Key SMSF Investment Rules

Non-Concessional Contributions

Personal Deductible Contributions

Salary Sacrifice


Superannuation Choice

Superannuation Death Benefits

Transition to Retirement

SMSF Establishment Steps & Considerations

Downsizer Contributions into Super

Cash Out & Re-invest Super

SMSF Investment Strategy

Capital Gains Tax Individuals

Child Savings Plan



Offset Accounts & Redraw Facilities

Set & Maintain a Budget

Income Protection Insurance

Life Insurance

Total & Permanent Disability (TPD) Insurance

Trauma / Critical Illness Insurance

Buy/Sell Agreement Insurance

Key Person Insurance

Business Expense Insurance

Powers of Attorney

Testamentary Trust


Debt Management

Advanced Care Directive

Age Pension

Aged Care

Affluens360 General Brochure

GP & Specialist

Practice Owners