Our fact sheets aim to help you develop your clients' financial knowledge and confidence. Not only are they a simple education tool, they can also be used to engage existing and prospective clients by promoting your services and the benefits of receiving financial advice.
How to use
Here are some ideas for how to use the client fact sheets:
- print copies for your waiting room
- offer as handouts for concepts discussed in client meetings
- include with advice documents for easy-to-understand, supplementary reading for recommended strategies
- include in client newsletters, promotional campaigns or other marketing materials.
Note: The FirstTech website is a resource exclusively for financial advisers. Please download copies of the fact sheets, or hyperlink directly to individual fact sheets only. Please check back regularly to access updated versions.
Client fact sheets
Note: The FirstTech website is a resource exclusively for financial advisers. Please download copies of the fact sheets, or hyperlink directly to individual fact sheets only. Please check back regularly to access updated versions.
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Disclaimer
The information contained in this update is based on the understanding Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) has of the relevant Australian laws as at the article date. As these laws are subject to change you should refer to our website at www.cfs.com.au or talk to a professional adviser for the most up-to-date information. The information is for adviser use only and is not a substitute for investors seeking advice. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person, including AIL, nor CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This update is not financial product advice and does not take into account any individual’s objectives, financial situation or needs. Any examples are for illustrative purposes only and actual risks and benefits will vary depending on each investor’s individual circumstances. You should form your own opinion and take your own legal, taxation and financial advice on the application of the information to your business and your clients.
Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.
AIL and CFSIL are also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.