OVERVIEW

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 2018-19 Federal Budget proposals and announcements may affect financial planning strategies.
 

KEY FEATURES

Each 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 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