Australian Financial Planning Handbook 2018-19


Book Description

The Australian Financial Planning Handbook provides coverage of the Financial Services Royal Commission and recent compliance and regulatory developments. There is expert coverage on the Future of Financial Advice (FoFA) reforms as well as the implications of all the Government's major superannuation changes. Other important topics include: SMSF and social security changes; ASIC requirements; financial adviser education reforms; and robo-advice.




Australian Master Financial Planning Guide 2018/19


Book Description

Financial planning regulation continues to evolve. The Australian Master Financial Planning Guide 2018/19 is essential for all financial planning professionals who must keep pace with technical changes and comply with their professional obligations.It explains and illustrates all the fundamental areas of financial planning, as well as analysis of how 2018-19 Federal Budget proposals and announcements may affect financial planning strategies.Key FeaturesEach chapter includes examples, case studies and practical tips and traps to help you efficiently provide confident advice. Content highlights include:FUNDAMENTALS Income tax | Capital gains tax | Fringe benefits tax | Superannuation | Self-managed superannuation funds | Social security | Life and personal risk insurance | Compliance and best practiceWEALTH CREATION Investment | Salary packaging | Gearing | Family home | Financial planning for the familyCIRCUMSTANCES Redundancy, 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 deathMISCELLANEOUS Rates and tables | Online investing | IndexOxford University Press Australia & New Zealand is the non-exclusive distributor of this title.







Australian Financial Planning Handbook


Book Description

Annotation. No professional adviser or planner should be without THE AUSTRALIAN FINANCIAL PLANNING HANDBOOK 2014-15. With expert and updated coverage of the Future of Financial Advice (FoFA) reforms (including the accountants' exemption), superannuation changes, ASIC guidance, recent compliance and regulatory issues and much more, the AUSTRALIAN FINANCIAL PLANNING HANDBOOK 2014-15 saves you research time and increases your ability to provide compliant and accurate advice. The Handbook also includes commentary on all key developments arising from the 2014 Federal Budget.




Australian Master Financial Planning Guide 2010/11


Book Description

Covers all the fundamental areas of financial planning with practical examples and case studies.










Australian Financial Planning Handbook 2013-14


Book Description

With expert and updated coverage of the Future of Financial Advice (FOFA) reforms (including the accountants' exemption), superannuation changes, ASIC guidance, and recent compliance and regulatory issues, the Handbook saves you research time and increases your ability to provide compliant and accurate advice.




Australian Master Financial Planning Guide 2015/16


Book Description

Stay on top of 2014/15 changes in financial planning. Get the edge with analysis of the proposed measures arising from the 2015 Federal Budget. Up to date to 1 July 2015.Now in its 18th edition, the Australian Master Financial Planning Guide is the complete reference book covering all fundamental areas of financial planning. Contents include income tax, superannuation, social security, aged care, investment, retirement planning and estate planning. The book also contains many examples and financial planning case studies. Practical tips and traps are also highlighted throughout the chapters.Oxford University Press Australia & New Zealand is the non-exclusive distributor of this title.