Australian Financial Planning Handbook 2014-15
John Day, Paul Banister, Brett Davies, Jacqueline Campbell, Gary D Fitton, George Flack, Sean Graham, Terry Hayes, Stuart Jones, Robert Kiddell, Sue Prestney, Nigel Fenton, Tim Pepper
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With expert and updated coverage of the Future of Financial Advice (FoFA) reforms (including the accountants' exemption), superannuation changes, ASIC requirements, recent compliance and regulatory developments and much more, the Australian Financial Planning Handbook 2014-15 saves you research time and increases your ability to meet compliance requirements and provide accurate advice.
Amongst other things, the new edition:
- covers the all-important FoFA reforms, including government changes and ASIC's focus on financial advice post-FoFA
- covers the Tax Practitioners Board regulation of tax advice given by financial planners;
- includes a chapter specifically covering Growing Older Issues, discussing how the topic affects financial planners and their clients;
- covers the major Senate committee report on ASIC and the Commonwealth Bank of Australia's financial planner issue;
- extensively covers financial planning compliance requirements (licensing, giving of advice, etc) in 2 new chapters more prominently located, especially important given the increased attention from the Government and ASIC;
- provides in-depth practical coverage concerning superannuation, as well as impacts on retirement planning and social security benefits;
- includes special coverage on SMSFs especially in the light of the close attention these funds are receiving from the regulators;
- coverage of planned changes to restrict the use of the terms "financial adviser" and "financial planner";
- details the 2014 Federal Budget changes affecting financial planning such as superannuation, retirement incomes, pensions, etc;
- covers the Murray Financial System Inquiry;
- explains the issues that affect financial planning scenarios and investment structuring;
- identifies important estate planning issues;
- explains the major new aged care reforms that are now law;
- deals with financial planning issues specifically affecting small business owners, including succession planning;
- covers the Trans-Tasman recognition of financial planners, which is now a reality, and presents opportunities for planners;
- specifically flags important relevant developments not law or in effect as at 1 August 2014.
The Handbook also:
- focuses strongly on practical financial planning issues;
- highlights several hundred clearly flagged practical tips and case studies; and
- includes checklists, examples, and warnings of traps to avoid, many of which have been updated for the new edition.
The Handbook is also indispensable for those new to financial planning and those studying financial planning. It includes special chapters on "Financial planning: getting started" and "The process of financial planning", as well as superannuation, retirement and estate planning, and issues relating to growing older.
The Australian Financial Planning Handbook is authored by a team of experienced practitioners, planners and business advisers, including:
- Money Management's 1996, 2002 and 2004 Financial Planners of the Year
- Field specialists from Flack Advisory Services, Grant Thornton, McMillan Financial Planning Pty Ltd, Remuneration Strategies Group, Civic Legal, Forte Family Lawyers, and PwC
No professional adviser or planner should be without the Australian Financial Planning Handbook 2014-15.