Broker Tools - FYI Business Coaching

Broker Tools exclusive for FYI Members

Best Interest Duty Snippet Builder

The Snippet Builder is not a shortcut. It is a coach that checks your documentation against what ASIC looks for, points out exactly what is missing, and refuses to let a generic or contradictory file slip through. Used the right way, it teaches you to write a BID file that protects both your client and you. Here is how to read it and, more importantly, how to act on it.

SMSF Lending Comparison

Reference tool for accredited brokers. Not financial product advice. A broker arranges the loan; advice on establishing an SMSF or borrowing within super requires a licensed adviser. Serviceability is assessed in Quickli; this tool does not calculate serviceability or interest rates. Confirm current policy with the lender before relying on it.

Tax Return Navigator

A guided worksheet for reading Australian personal and company tax returns, trust returns and P&L statements for lending purposes. Built for FYI Business Coaching mentees.

This tool is a training aid for mentee brokers of FYI Business Coaching. It prompts inquiry and does not determine income treatment, serviceability, or lending outcomes. Every figure must be verified against the source document and cross-checked against current lender policy before use in an application. This tool is not endorsed by, and is not affiliated with, any aggregator.

Broker Tools exclusive for FYI Members

Best Interest Duty Snippet Builder

SMSF Lending Comparison

Tax Return Navigator

Plus 7 other tools inside the membership