Financial planning guides
Financial planning advice is ‘lifetime advice’. To help you gain a general understanding of certain concepts and the application of simple strategies, we have developed a series of educational guides to help you through every stage of your life.
For more information, please contact your Bridges financial planner. If you don’t already have one, please call us on 1800 645 303 and we can put you in touch with a Bridges financial planner near you.
All guides have been reviewed and updated to reflect legislation current at 20 September 2011.
| Access your super before you retire | PDF File | (1.0 MB) |
| Account-based pensions | PDF File | (402.4 KB) |
| Aged Care | PDF File | (380.2 KB) |
| Calculating Centrelink payments | PDF File | (1.0 MB) |
| Capital Gains Tax Explained | PDF File | (381.9 KB) |
| Choosing the right super fund | PDF File | (405.6 KB) |
| Consolidating your super | PDF File | (386.5 KB) |
| Contributing to super | PDF File | (1.0 MB) |
| Defined Benefit Schemes | PDF File | (327.1 KB) |
| Dollar cost averaging explained | PDF File | (477.6 KB) |
| Estate planning | PDF File | (392.0 KB) |
| Facing a redundancy? | PDF File | (388.6 KB) |
| Investment Risk Profiles | PDF File | (1.5 MB) |
| Life insurance explained | PDF File | (378.5 KB) |
| Make your salary go further – package it! | PDF File | (1010.2 KB) |
| Managing debt | PDF File | (388.0 KB) |
| Managing longevity risk | PDF File | (511.3 KB) |
| Managing your personal risk | PDF File | (386.0 KB) |
| Model Portfolios | PDF File | (390.0 KB) |
| Nominating a reversionary beneficiary | PDF File | (1011.5 KB) |
| Package your super and pay less tax | PDF File | (382.6 KB) |
| Risk versus return | PDF File | (447.2 KB) |
| Salary sacrifice or Government super co-contribution | PDF File | (388.1 KB) |
| Salary sacrificing into super | PDF File | (389.7 KB) |
| Saving and investing – the fundamentals | PDF File | (397.3 KB) |
| Self-managed superannuation funds | PDF File | (393.4 KB) |
| Splitting superannuation contributions | PDF File | (391.1 KB) |
| Superannuation: understanding the basics | PDF File | (394.5 KB) |
| Transitioning to retirement | PDF File | (402.6 KB) |
| Understanding Centrelink payments and entitlements | PDF File | (408.7 KB) |
| Understanding gearing | PDF File | (385.5 KB) |
| What is a binding death benefit nomination? | PDF File | (378.3 KB) |
| What is a re-contribution strategy? | PDF File | (393.5 KB) |
| What is an annuity? | PDF File | (301.4 KB) |