Monthly Updates

Click on the links to go to the latest version of each document.

Please note research updates are provided once the previous months figures have been reported by fund providers.

Updated Policies

Updated Templates

1 July 2021 – Summary

Advice Document Text changes – 1 July 2021

If you use CWT these have been updated for you. If you use word templates the updated templates can be found here.

Financial Planning Concepts

  • Centrelink Entitlements
  • Personal Insurance
  • Private Health Insurance
  • Retirement and Pensions
  • SMSF
  • Superannuation

ROA Strategy Text changes

  • Adjust pension strategy
  • Adjust salary sacrifice
  • Pension Reboot
  • Cease TTR
  • Non concessional contribution
  • Concessional contribution
  • Adjust pension drawdown for Covid

SOA Text changes

Centrelink Strategies

·         Jobseeker

·         Austudy

·         Parenting Payment

Superannuation Strategies

·         Downsizer contributions

·         First Home Super Saver Scheme

·         Borrowing within SMSF to purchase property

·         Contributions Splitting

·         In Specific Transfer

·         Make a non concessional contribution

·         Small Business CGS non concessional

·         Recontribution Strategy

·         Review your super funds

·         Salary sacrifice

·         Spouse contribution

·         Closing down SMSF

·         Defined benefit scheme retain

Retirement Strategies

·         Cease TTR

·         Account Based Pension

·         Account Based Pension Reboot

·         Adjust Pension Corona Virus

·         Annuity

·         Nominate a reversionary

·         Pension Commutation

·         Account Based Pension Rollover

·         UK Pension

·         TTR Pension no salary sacrifice


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