PORT MACQUARIE HASTINGS

FINANCIAL PLANNING PTY LTD

Useful Links

Useful Links

The links on this page will take you to a range of financial planning related websites and publications which may help you understand your options, rights and the services available to you.

The Australian Securities & Investments Comission's (ASIC) MoneySmart website has information about all things financial.  You will find advice about Superannuation and Retirement, Investing, Unclaimed Money (lost bank accounts, shares etc. that people have forgotten about) and many other topics.  There are a large number of publications you can access designed to help Australian's with their financial affairs.

 

ASIC have also produced "Financial Advice and You - Where to Start".  This provides information about the Financial Planning options available to you and the questions to ask your Financial Planner.

Self-Managed Superannuation Funds (SMSF)

 

There are a couple of websites to consult if you think a SMSF is an option for you.

The Australian Securities and Investments Commission has Information Sheets about disclosures financial advisers should make to clients when recommending SMSF you may find Info 205  Advice on Self Managed Superannuation Funds: Disclosure of Risk and Info 206 Advice on Self-Managed Superannuation Funds: Disclosure of Costs useful if you are considering a SMSF.  

The ATO have information about managing a SMSF. Trustees have a number of responsibilities to ensure their fund complies with the relevant legislation and regulations. You can find out about them from the ATO website.

What is an "Index Fund"

 

If you are thinking of investing then you should understand what the term "Index Fund" means.   

LegaleDocs have created this PDF to help you understand the workings of an "Index Fund", click here to view the PDF.

Port Macquarie Hastings Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 322684) of

Capstone Financial Planning Pty Ltd.  ABN 24093 733 969. Australian Financial Services Licence No. 223135.

 

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