Advice Designer has 51 complimentary fact sheets focused on informing clients on specific strategies.
π‘Note: Some Fact Sheets are automatically included in your Presentation, based on the strategy you have selected.
Fact Sheet Library
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
Click on the Presentation chevron
Click on the Fact Sheets tab
Click the Add Fact Sheet button
From the Fact Sheet search and select the Fact Sheet
Tick the box to which Strategy you wish to link the Fact Sheet
Click the Create button