This online toolkit is to support everything you need to get started and what you need to know. Also covers navigating the advice process, step by step and writing your first SoA.

This toolkit contains:

Access to a three part webinar series:

• Part 1 - Things you need to know and things you need to do (full of practical tips to get you started).
• Part 2 - SoA writing (Stage 1): Scoping advice, appropriate advice (run jointly with Holley Nethercote).
• Part 3 - SoA writing (Stage 2): Completing a fact find, generating an advice document.

Access to an online Resources Library:

This includes:

• Advice guidelines and policies - You will have access to advice guidelines and policies applicable to Limited AFS and the costs of advice you provide.
• Fact find
• SoA templates (SMSF set up, contributions and pension SoA).
• Referrals guide
• Client communications kit