If you need additional advice about investment and financial issues, RBF staff may refer you to RBF-TAS Planning.

• To access RBF-TAS Planning you must be referred by RBF.
• RBF-TAS Planning will be of most benefit to those who have already attended an RBF personal interview, an investment seminar and/or an education workshop.
• Usually the information that you need to maximise your superannuation is available from RBF.

RBF-TAS Planning provides financial planning advice and holds AFS Licence 239171. It provides RBF members with financial advice relating to their individual circumstances and financial goals. The company was established to meet the need of members for a cost-effective financial planning service.

RBF-TAS Planning has its own website at www.rbftasplanning.com.au

What services does RBF-TAS Planning Pty Ltd provide?

Is there a cost for this service?

Legislative requirements of RBF-TAS Planning Pty Ltd

Comparison of services provided by RBF and by RBF-TAS Planning

What services does RBF-TAS Planning Pty Ltd provide?

RBF-TAS Planning provides RBF members with the following services:

• Financial and investment advice about RBF investments, products, services and retirement options.
• Advice about related tax and Centrelink issues.
• Statements of Advice tailored to members' circumstances.
• Financial planning advice in relation to non RBF products and issues. This is completed on a "fee for service" basis, and you will be given an up front quote prior to the commencement of any work.

Is there an extra cost for this service?

There is no extra cost for this service. Advice about RBF products and services is included within the general administrative charge levied to all members.

Legislative requirements of RBF-TAS Planning Pty Ltd

RBF-TAS Planning Pty Ltd is a principal member of the Financial Planning Association. This is Australia's peak professional body for the financial planning industry. RBF-TAS Planning holds an Australian Financial Services licence (239171) issued by the Australian Securities and Investment Commission. The licence enables RBF-TAS Planning to provide free financial and investment advice to RBF members about RBF products and services as well as related tax and Centrelink issues. All RBF-TAS Planning advisors are Authorised Representatives, so you can be confident about their expertise and skills.

Comparison of services provided by RBF and by RBF-TAS Planning