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Technical services hotline.

Out Technical Support Consultants are experienced, informed and ready to help you with your financial planning technical queries.

We can assist you with queries relating to:

bullet Legislative and regulatory changes and issues.

bullet Effective financial advice options for your clients.

bullet Advantages and disadvantages of particular strategies.

bullet Technical aspects of superannuation, retirement incomes, insurance, managed investments and their impact on taxation, social security and estate planning.

Seminars, workshops and client presentations

Keep one step ahead of your competition with seminars, workshops and client presentations run by our expert Technical Service Managers. Topics include financial advice strategies, taxation, social security, estate planning, superannuation, retirement income streams, insurance and investments.

Desk Caddie advice tool

Desk Caddie is available to advisers using the services of APSEC Compliance. Desk Caddie is a web-based facility containing the latest strategy and technical information. The easy to navigate structure and simplified explanations make it a valuable advice tool.

For more details about APSEC Compliance's technical support offerings, contact our office on 02 8356 9356.

APSEC Compliance allows you to concentrate on building your business by delivering the complete support and service you need.



Technical Support

Technical bulletins cover a comprehensive range of relevant financial planning technical topics. The technical bulletin is a monthly publication designed to provide concise information, including:

bullet The latest legislative, regulatory and technical news which impacts the financial planning industry.

bullet Innovative financial planning strategies with supporting practical case studies.

bullet Relevant aspects of superannuation, retirement incomes, insurance, social security and investments.

You earn Continuing Professional Development (CPD) points by answering multiple choice questions in each monthly technical bulletin.

Our other technical publications and reference materials include:

bullet Quick reference guide

bullet Technicalities of insurance

bullet Tax facts

bullet Super contributions strategies


© APSEC Compliance & Administration Australian Financial Services Licensee (345 443) 2011