The Australian Master Financial Planning Guide 2026 is a comprehensive reference covering all fundamental areas of financial planning. Designed as an essential companion for financial planning professionals, it clearly explains and illustrates the technical, strategic and regulatory aspects required to deliver compliant, high‑quality advice in a rapidly changing environment.
This updated edition incorporates proposed measures arising from the 2026 Federal Budget, helping advisers understand how upcoming changes may affect financial planning strategies.
Why you'll love this:
- Stay current with financial planning legislation and regulatory developments up to 1 July 2026
- Gain practical guidance to confidently navigate complex technical areas
- Use a single, authoritative reference across all core financial planning disciplines
- Support professional obligations with trusted, up‑to‑date commentary
Key features:
- Coverage of income tax, superannuation, social security, aged care, investments, retirement planning and estate planning
- Each chapter includes practical examples, financial planning case studies, and real‑world scenarios
- Helpful tips and traps highlighted throughout to support efficient and compliant advice delivery
- Commentary on proposed but not yet implemented legislative and regulatory changes
- Designed to support confident decision‑making in client advice
Who should read this:
- Financial planners and advisers
- Paraplanners
- Accounting and superannuation professionals
- Students and graduates in financial planning
- Anyone needing a definitive, practical reference on Australian financial planning