Financial Planning Industry #2

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