Paul Banister, Brett Davies, Jacqueline Campbell, John Day, Gary D Fitton, George Flack, Sean Graham, Terry Hayes, Stuart Jones, Robert Kiddell, Sue Prestney, Nigel Fenton, Tim Pepper, Sean Howard
Publication Date :
20 Sep 2015
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 2015-16 saves you research time and increases your ability to meet compliance requirements and provide accurate advice. The Handbook: 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 â€œFinancial planning: getting startedâ€ and â€œThe process of financial planningâ€, as well as superannuation, retirement and estate planning, and issues relating to growing older. TheÂ Australian Financial Planning HandbookÂ is authored by a team of experienced practitioners, planners and business advisers, including: Money Managementâ€™s 1996, 2002 and 2004 Financial Planners of the YearÂ Field specialists from Flack Advisory Services, Grant Thornton, McMillan Financial Planning Pty Ltd, Remuneration Strategies Group, Civic Legal, Forte Family Lawyers, and PwCÂ No professional adviser or planner should be without the Australian Financial Planning Handbook 2015-16. The Australian Financial Planning Handbook is available on Thomson Reuters' Checkpoint online platform (updated in February and September each year), and isÂ also available as an eBook on the Thomson Reuters' Proview eReader.