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You already use Australia’s most innovative financial planning solution. Now enhance it with the ultimate in financial planning reference information…

You can now subscribe to Financial Planning Guide through IDT and integrate it seamlessly with Investment Architect.

What is Financial Planning Guide?

Financial Planning Guide (formerly Integratext) is an online reference tool developed by Tribeca, the industry leader in accredited financial services education, professional development and compliance solutions. Financial Planning Guide supplies essential, up-to-date facts, figures and legislation used regularly by advisers.

Let Tribeca do the ground work for you so that you can focus on strategy and development.

Features:

Find information quickly and easily

• Expandable table of contents
• Full text search functionality
• “What’s New” page with latest updates
• Examples and frequently asked questions
• List of most recently updated information
• “Hotwords” to navigate content
• Calculators
• No more filing

Access up-to-date and accurate information

• Live updates for latest information
• Topics are regularly reviewed by industry topic specialists
• The Editorial Committee comprises Australia’s leading financial advice organisations ensuring independent content

Choose a format that suits you

• Online
  Login at www.financialplanningguide.com.au with a username and password for live updates from any PC with internet access
• CD
  Download or display information directly from CD. Updated and distributed on a monthly basis
• Download
  Download the latest Financial Planning Guide updates from the Tribeca website to your PC or corporate network

Topics include:

• Superannuation and rollovers
• Social security
• Income streams
• Investments
• Taxation
• Insurance
• Estate planning
• Legislation and compliance
• Budget highlights
• Quick Reference Guide

For more information, please contact Ian Burrow, Distribution Business Development Manager, on (07) 3340 4000 or email
ianburrow@idt-world.com

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