Financial Advisor/Planner

Practitioners within the sector (e.g., taxation and accounting, superannuation, financial adviser/planners, mortgage/stock/insurance brokers). 

Classification: Voting Member

FINANCIAL ADVISOR/PLANNER

STANDARD
$ 630
/year
  • Unlimited Tax & Super Helpline calls
  • Tax Summary – online library
  • SMSF Manual – online library
  • State Tax Summary - digital and print editions
  • SMSF Manual – digital and print editions
  • Tax and Threshold Rates Card (digital and print)
  • The Outlook magazine – online library
  • The Outlook magazine – print (6 issues per annum)
  • Daily Update newsletter
  • The Wrap Podcast
  • Access to exclusive tax, superannuation, and financial services webinars at member prices
  • Member discount on all publications & online and in person events

FINANCIAL ADVISOR/PLANNER

STANDARD -MONTHLY PAYMENT OPTION
$ 52
50 /year
  • Unlimited Tax & Super Helpline calls
  • Tax Summary – online library
  • SMSF Manual – online library
  • State Tax Summary - digital and print editions
  • SMSF Manual – digital and print editions
  • Tax and Threshold Rates Card (digital and print)
  • The Outlook magazine – online library
  • The Outlook magazine – print (6 issues per annum)
  • Daily Update newsletter
  • The Wrap Podcast
  • Access to exclusive tax, superannuation, and financial services webinars at member prices
  • Member discount on all publications & online and in person events

If you have questions about our membership options, please call Members Services at (03) 8851 4555 from 9am – 5pm (AEST). Monday to Friday (excl. Public Holidays)