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Aust Financial Planning Hbk 2016-17

Course Codes : FINS3637, AFM502

Aust Financial Planning Hbk 2016-17

ISBN 9780864699282
Publisher Thomson Reuters
Author(s)
Publication Date
Overview
With expert and updated coverage of the Future of Financial Advice (FoFA) reforms (including the accountants' exemption), superannuation, SMSF and social security changes, ASIC requirements, financial adviser education reforms, robo-advice, recent compliance and regulatory developments and much more, the Australian Financial Planning Handbook 2016-17 saves you research time and increases your ability to meet compliance requirements and provide accurate advice. Special coverage of relevant changes following the 2016 Federal Election is also included. 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 “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 2016-17. The Australian Financial Planning Handbook is available on Thomson Reuters' Checkpoint online platform (updated in February and September each year), and is also available as an eBook on the Thomson Reuters' Proview eReader.
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