Resource Hub
Resources, research and tools for the industry
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Everything the industry needs in one place
Access a range of FSC resources, templates and industry tools designed to support compliance, governance and operational best practice across the financial services sector.
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Policy Submissions
The FSC's policy and legal teams prepare more than 100 submissions each year on behalf of members and the broader financial services industry.
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Research Reports
The FSC collaborates with industry, government, research institutions and other stakeholders to produce and commission research relevant to the sector.
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Industry Forms
Access a range of FSC resources, templates and industry tools designed to support compliance, governance and operational best practice.
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Continuing Professional Development
A range of Continuing Professional Development (CPD) opportunities designed to help industry professionals stay informed, build capability and meet ongoing obligations.
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Archive
A range of research papers and industry reports exploring the future of financial advice in Australia, including opportunities for reform, accessibility and consumer outcomes.
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RESOURCE HUB
Document library
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Form
Schedule 1: Individuals & Sole Traders
Form
Schedule 3: Foreign Companies
Form
DDO Complaints Reporting Template
Form
DDO Dealings Reporting Example v1.4 (not for use)
Form
FSC DDO Guidance for distribution of managed funds 2022 08
Guidance on applying a ‘portfolio view’ to funds management products is available here
Form
Schedule 13: Foreign Tax Status Declaration Form – Entities