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Financial planning in Australia : advice and wealth management

Author: Sharon Taylor; Roger H Juchau
Publisher: Chatswood, N.S.W. : LexisNexis Butterworths, 2017.
Edition/Format:   Print book : English : 8th editionView all editions and formats
Summary:
This book 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.
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Document Type: Book
All Authors / Contributors: Sharon Taylor; Roger H Juchau
ISBN: 9780409347609 0409347604
OCLC Number: 1000610975
Notes: Includes index.
Description: pages
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.
Responsibility: Sharon Taylor, Roger Juchau.

Abstract:

This book 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.

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