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The financial planning industry is undergoing unprecedented change. Significant changes include the new industry framework following the implementation of the recommendations of the Royal Commission into Banking, Superannuation and Financial Services, along with all the superannuation, taxation and social security implications arising from COVID-19.

This edition of the book includes all developments affecting the financial planning industry up to 1 July 2020.

This book an essential companion for all financial planning professionals. It explains and illustrates all the fundamental areas of financial planning.

KEY FEATURES
  • Each chapter includes examples, case studies and practical tips and traps to help you efficiently provide confident advice.
     
  • 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.

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