SoA Strategy Text

Contains over 100 strategy text documents (each several pages long) for giving the following advice:
  • Aged Care
  • Investments
  • Taxation
  • Superannuation
  • SMSF
  • Social Security
  • Retirement Income
  • Insurance
  • Business Insurance
  • Debt
  • General Strategies
Strategy text files also include key benefits of advice, key risks and disadvantages, how the advice meets your client's objectives as well as links to additional information.