Financial Planning Industry

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Across
  1. 2. Insurance held outside of super but linked to a primary cover in super
  2. 3. Insurance that cannot be held within super
  3. 6. How CGT is captured within master trusts
  4. 7. A list of products, managed funds, shares etc that an adviser can recommend to their client according to their licensee
  5. 8. Risk profile with a 50% allocation to growth and 50% allocation to defensive
  6. 11. of Advice Document used to provide further advice
  7. 12. gives access for advisers to obtain client fund information
  8. 16. Splitting insurance ownership between super and non-super
  9. 17. Platform type of example, OnePath, MLC MasterKey, CFS
  10. 18. Document provided by the provider detailing the products features, benefits etc
  11. 19. Task completed by admin staff once the SoA is signed off by the client
  12. 20. Income Protection type definition
Down
  1. 1. This asset is exempt from CGT and Centrelink assessment.
  2. 4. If the client is above age 85, does not understand English, financially abused etc
  3. 5. Ongoing relationship between an adviser and a client, to be renewed every 12 months
  4. 9. Product provider which offers shares and ETF investments
  5. 10. The biggest dealer group Advice Lab is approved to work with
  6. 13. Popular insurance product provider
  7. 14. A government agency that provides financial assistance and support services
  8. 15. A product that does not trigger CGT