USEFUL LINKS
Asset Class Investing
JDFA applies the Asset Class Investing methodology to its recommended investment portfolios.
- JDFA perspective Asset Class Investing (.doc 72.5 kb)
- Australian perspective www.assetclassinvesting.com.au
- USA perspective www.abacuswealth.com
- Fund manager perspective www.dfaau.com
Charitable Organisations
When an existing JDFA client refers a family member, friend or colleague to JDFA then JDFA makes a donation to a registered charity chosen by the client.
JDFA has made donations to the following registered charities.
- National Breast Cancer Foundation www.nbcf.org.au
- Prostate Cancer Foundation of Australia www.prostate.org.au
- Heart Foundation www.heartfoundation.org.au
- Beyondblue www.beyondblue.org.au
- Australian Red Cross www.redcross.org.au
- The Salvation Army www.salvos.org.au
- RSPCA Australia www.rspca.org.au
Calculators
- ATO individual tax calculator calculators.ato.gov.au
- FIDO www.fido.gov.au
Forms & Questionnaires
- Fact Find (.pdf 272 kb)
- Financial Health Check (.pdf 352 kb)
- Lifestyle Questionnaire (.pdf 84 kb)
- Investor Risk Profiler (.xls 456 kb)
- Co-contributions and Salary Sacrifice (.xls 68.5 kb)
