2019 ISSUES

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CPD Monthly quiz

Through monthly CPD articles in Money & Life magazine and money&life.com.au, FPA members can take an online quiz and earn regular CPD hours. Once you’ve passed the quiz, you’ll be issued with a CPD certificate within five working days.

You will need your FPA member ID and password to take the quiz.

2019

• • Understanding the capital gains tax main residence exemption (December 2019)
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• Centrelink and granny flat interests (November 2019)
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• Total Super Balance (November 2019)
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• Utilising the pension loans scheme (October 2019)
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• Settling on downsizer contributions (October 2019)
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• What are concessional contributions? (September 19)
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• Understanding new Centrelink rules on lifetime income streams (September 19)
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• Limited recourse borrowing arrangements and insurance (August 19)

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• Protecting your super changes (August 19)

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• Making the most of your clients TPD payout through super (July 19)

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• Taxation issues surrounding redundancy payments (July 19)

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• Super contributions: work test exemptions for recent retirees (June 19)
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• Navigating the excess contribution rules (June 19)
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• The use of insurance for business succession planning (May 19)
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• Defined benefit pension essentials (May 19)
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• Life insurance inside super and death benefit nominations (April 2019)
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• Walking the tightrope – SMSFs and related parties (April 2019)
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• Can an SMSF acquire assets from related parties (March 2019)
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• Elder abuse: what can advisers do to prevent it? (March 2019)
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• Exempt current pension income (February 2019)
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• Insurance within super (February 2019)
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2018

• • Transferring foreign pensions to Australia (December 2018)
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  • Catch-up concessional contributions (November 2018)
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  • Pooled Lifetime Income Streams (November 2018)
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  • Insurance inside super post reform (October 2018)
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  • Client engagement in the life insurance process (October 2018)
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  • Super and when to claim a tax deduction for insurance (September 2018)
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  • Retirement Living Options (September 2018)
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  • Removal of CGT main residence exemption for non-residents (August 2018)
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  • Corporate or Individual Trustees: An SMSF conundrum (August 2018)
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  • Ethics: What ought one do? (July 2018)
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  • Contributing to super from compensation payments (July 2018)
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