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Forms & Publications

General
Client Profile (Short Form)
This document is the basis of our financial advisers’ recommendations as it illustrates your current situation and future aspirations.

Your Financial Services Guide
This document illustrates the financial services being offered by us, the fees charged, and how we deals with customer complaints and whom we can disclose your personal information to, and the process of collecting, using and disclosing your personal information.

Privacy Policy

Estate Planning

Understanding Estate Planning

Insurance

Understanding Insurance

Understanding Business Insurance

Gearing & Investment Planning

Understanding Gearing

Understanding Wealth Accumulation (Non-Super)

Understanding Tax

Superannuation

ATO Standard Choice Form
This form sets out an employee option to nominate their own superannuation fund, according to Superannuation Guarantee started in July 2005.

ATO Superannuation Transfer Form

This form will allow CCA Financial Planners to consolidate all your superannuation in your appropriate superannuation fund.

Authority to Provide Information
The form will give our office the authority to access information regarding your existing superannuation policies.

Understanding Retirement Income

Understanding Superannuation

Understanding Self Managed Super Funds

Understanding Investment Concepts

Understanding Debt Management

Social Security

Understanding Social Security