Book Description

The financial planning industry continues to undergo significant change. The continued focus on education and professional adviser standards, along with changes to superannuation contribution rules makes the Australian Master Financial Planning Guide 2019/20 an essential companion for anyone studying financial planning. It explains and illustrates all the fundamental areas of financial planning, as well as analysis of how the 2019 Federal Budget proposals and their potential impact on financial planning strategies.KEY FEATURESContents include income tax, superannuation, social security, aged care, investment, retirement planning and estate planningContains many examples and financial planning case studiesPractical tips and traps are highlighted throughout the chaptersContent highlights include: FUNDAMENTALSIncome tax | Capital gains tax | Fringe benefits tax | Superannuation | Self-managed superannuation funds | Social security | Life and personal risk insurance | Compliance and best practiceWEALTH CREATIONInvestment | Salary packaging | Gearing | Family home | Financial planning for the familyCIRCUMSTANCESRedundancy, early retirement and invalidity | Planning to retire | Retirement incomes | Retirement living and aged care | Financial and estate planning on family breakdown | Estate planning and the consequences of deathMISCELLANEOUSRates and tables | Online investing | IndexOxford University Press Australia & New Zealand is the non-exclusive distributor of this title.