Superannuation and Retirement Planning
John Wiley & Sons Australia Ltd
Diana J. Beal
Publication Date :
26 Nov 2007
Superannuation and Retirement Planning is the first textbook available in the new Wiley Financial Planning Series. Written for students studying superannuation for the first time as part of a financial planning program this textbook aligns with the specialist knowledge required under PS146 presenting a succinct and current analysis of the superannuation system, regulatory framework and various industry stakeholders. Written as a textbook, each chapter outlines and analyses core legislative requirements for superannuation and retirement planning in Australia. The text also integrates illustrative examples to provide a practical perspective on the characteristics of the superannuation industry, superannuation fund management and retirement income planning. FEATURES Reflects the specialist ASIC knowledge requirements as outlined in PS146. Outlines the major reforms and policy developments associated with the superannuation industry. In-depth coverage of topics, such as; * Superannuation service providers and overview of the industry* Self managed superannuation funds* Fund design and investment strategies* Taxation issues* Retirement income planning* Compliance and disclosure requirements. Illustrative examples simulate typical superannuation industry scenarios and decision criteria providing step-by-step analysis of superannuation fund options and investment strategies. Focused and easy-to-read writing style will ensure students will understand the complexities of the superannuation industry, contribution arrangements and retirement income planning. Aligns to the specialist knowledge requirements documented under PS146. ABOUT THE AUTHOR Diana Beal recently retired as Associate Professor in Finance at the University of Southern Queensland in 2006. Diana's initial training was as an economist and she worked for the government, both federal and state, for eight years. She also has a commerce degree, and can therefore read between the lines of a balance sheet. She has always had an interest in both business and personal finance. With an interest in most financial markets, Diana has traded property, shares, collectables, forex and options. In addition, she ran her own business for 15 years before joining USQ. While at USQ, Diana has taught courses in business finance, personal finance, applied microeconomics, macroeconomics, financial markets and financial institutions management.