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Financial planning regulation continues to evolve. This book 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 2017 Federal Budget proposals and announcements may affect financial planning strategies.

TABLE OF CONTENTS

FUNDAMENTALS

Income tax | Capital gains tax | Fringe benefits tax | Superannuation | Self managed superannuation funds | Social security | Life and personal risk insurance | Compliance and best practice

WEALTH CREATION

Investment | Salary packaging | Gearing | Family home | Financial planning for the family

CIRCUMSTANCES

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 death

MISCELLANEOUS

Rates and tables | Online investing | Index


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