Financial Planning in Australia: Advice and Wealth Management 8th Edition

Law

Financial Planning in Australia: Advice and Wealth Management 8th Edition

Edited by Sharon Taylor · Roger Juchau
LexisNexis Australia December 2017

Specifications

ISBN-13
9780409347609
Publisher
LexisNexis Australia
Publication
December 2017
Format
Paperback
Jurisdiction
Australia ? Countri(es) for reference only

Details

Sharon Taylor and Roger Juchau’s Financial Planning in Australia - Advice and Wealth Management 8th edition is a leading text for Australian business students and professionals, providing a contemporary and technical view of the issues related to giving financial advice. The eighth edition includes a review of the current financial environment, updates on legislative changes and proposals as well as updates on rates applying to superannuation, taxation and social security. The book provides practical advice for emerging professionals and a comprehensive suite of online learning materials for students and lecturers. Financial Planning in Australia - Advice and Wealth Management is an essential resource for all future and practising financial planners and is prescribed by ASIC RG 146 compliance courses.

Features

  • Engaging presentation of pedagogy
  • Accompanied by a wealth of online materials for lecturers and students
  • Content aligned with FPA curriculum for certified planners
  • Updated for currency

Table of Contents

Part 1 – Introduction: Setting the Scene
1. The Financial Planning Environment
2. Ethics and Compliance
3. The Client-Adviser Relationship
4. Constructing a Statement of Advice

Part 2 – Building Wealth
5. Cash Flow and Budgeting
6. Securing and Managing Credit
7. Asset Allocation and Managing Risk
8. Investing in Shares
9. Investing in Fixed-Income Securities
10. Investing in Property and Collectables
11. Investing in Managed Funds
12. Investing in Superannuation

Part 3 – Managing Wealth
13. Taxation: An Overview for Financial Planners
14. Tax Strategies
15. Insurance – Life
16. Insurance – Income Protection, Health and General

Part 4 – Using Your Wealth
17. Superannuation and Retirement
18. Social Security
19. Estate Planning – Core Principles and Practice
20. Keys to Successful Financial Planning
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