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Fact Sheets


Consumer rights

  • Credit card basics
  • Defaulting and repossession
  • Rights of borrowers
  • Credit codes & contracts
  • Top 10 credit questions
  • The Financial Services Reform Act

    Banking

  • ATM and EFTPOS
  • Bank/customer relations
  • Internet banking
  • Cheques
  • Code of conduct, disputes
  • Top 10 bank questions
  • The Financial Services Reform Act

    Estate planning

  • What is a Will?
  • What does a Will look like?
  • Things to know before you make a Will?
  • Estate Planning
  • Changing a Will
  • Making a Will
  • What if I don't have a Will?
  • Testamentary Trusts
  • Will checklist
  • Top ten questions on Wills
  • Power of Attorney?
  • Making a Power of Attorney
  • Power of Attorney, medical
  • Change a Power of Attorney
  • Enduring power of attorney
  • Top ten power of attorney questions
    		•

    Insurance

  • Types of insurance
  • Insurance disputes
  • What are the duties
  • Making a claim
  • Contracts and clauses
  • Top 10 questions
  • The Financial Services Reform Act

    Mortgages

  • Homeloan terms

    Shares and trading

  • A fundamental approach to investment 1
  • A fundamental approach to investment 2
  • Understanding hedge funds
  • Company options and exchange traded options, what's the difference?
  • Brokers
  • Choosing an online broker
  • Shares basics
  • How to invest
  • Selling shares
  • Buying shares
  • Margin lending
  • Margin lending terms
  • Top 10 shares questions

    Super, complaints & disputes

  • Super, the Basics
  • Super, complaints & disputes
  • Withdrawing your super
  • Super, changing jobs
  • Protecting super
  • Super for the self employed
  • Super funds
  • Top 10 super questions
  • The Financial Services Reform Act

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