Skip to main content
All CollectionsPlans
Plan Authoring: Link a Fact Sheet
Plan Authoring: Link a Fact Sheet

How to Link an Fact Sheet to your Strategy for Presentation purposes

Updated over 3 weeks ago

Advice Designer has 51 complimentary fact sheets focused on informing clients on specific strategies.

πŸ’‘Note: Some Fact Sheets are automatically included in your Presentation, based on the strategy you have selected.

Fact Sheet Library

Education Flyer - Account based pension

Education Flyer - Age Pension

Education Flyer - Aged Care

Education Flyer - Annuities

Education Flyer - Business Expense Insurance

Education Flyer - Business Protection Insurance

Education Flyer - Debt Management

Education Flyer - Debt Recycling

Education Flyer - Disability Support Pension

Education Flyer - Dollar Cost Averaging

Education Flyer - Estate Planning

Education Flyer - Gearing

Education Flyer - Gifting

Education Flyer - Investment Bond

Education Flyer - Investment Risks

Education Flyer - Managed Discretionary Accounts

Education Flyer - Personal Insurance

Education Flyer - Re-contribution Strategy

Education Flyer - Redundancy

Education Flyer - Salary Packaging

Education Flyer - Salary Sacrifice

Education Flyer - Separately Managed Accounts

Education Flyer - Set and maintain a budget

Education Flyer - Small Business Tax Concessions

Education Flyer - SMSF Investment Strategy

Education Flyer - SMSF Limited Recourse Borrowing Arrangement

Education Flyer - SMSFs

Education Flyer - Super

Education Flyer - Taxation

Education Flyer - Transfer Balance Cap

Education Flyer - Transition to Retirement Income

Education Flyer - Exchange Traded Funds

Education Flyer - Funeral Bond

Education Flyer - Guaranteed Income Stream

Education Flyer - Investments

Education Flyer - Capital Gains Tax

Education Flyer - Margin Lending

Education Flyer - Non-Concessional Contribution

Education Flyer - Spouse Contribution

Education Flyer - Downsizer Contribution

Education Flyer - Concessional Contributions

Education Flyer - Trusts

Education Flyer - Jobseeker

Education Flyer - Granny Flat

Education Flyer - Centrelink means testing & Deeming

Education Flyer - Family Tax A & B

Education Flyer - Commonwealth Seniors Health Card

Education Flyer - DVA Service Pension

Education Flyer - Carer Allowance

Education Flyer - Transfer Balance Cap Indexation

Education Flyer - Carer Payment

How to link a Fact Sheet

In Plan Authoring journey

  1. Click on the Presentation chevron

  2. Click on the Fact Sheets tab

  3. Click the Add Fact Sheet button

  4. From the Fact Sheet search and select the Fact Sheet

  5. Tick the box to which Strategy you wish to link the Fact Sheet

  6. Click the Create button

Did this answer your question?