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Australian Financial Planning Handbook

Author(s): John K Day, Paul Banister, Brett Davies, Jacqueline Campbell, Gary D Fitton, George Flack, Sean Graham, Terry Hayes, Stuart Jones, Robert Kiddell, Sue Prestney
Publisher: ATP
Country: AUSTRALIA
Status: New Release



Description

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2008-09 edition available now (September 2008 )

Wealth creation and preservation strategies from leading financial planners

Written in plain English, the Australian Financial Planning Handbook offers comprehensive coverage of all key aspects of financial planning: superannuation, compliance, finance and investing, estate planning, taxation planning, retirement planning, social security, risk insurance, salary packaging and executive remuneration, family law requirements and small business issues.

The 2008-09 edition will cover all law changes and relevant tax rulings to 1 July 2008, taking into account changes coming out of the Federal Budget. Social security changes will be covered and there will be more examples and analysis of the recent changes concerning superannuation.

The Handbook contains around 1,000 case studies, checklists, examples, practical tips and warnings of traps to avoid for financial planners – taken from the authors’ first-hand experience. It is also available as an online service updated twice a year, as well as a single volume published annually.

Contents:

  • Financial planning process and getting started (including the 7 steps)
  • Investing and finance
  • Income tax from an investor’s view
  • Superannuation and self-managed super
  • FBT, CGT and GST for the investor
  • Taxation planning and investment structuring
  • Retirement planning
  • Estate planning
  • Social security
  • Salary packaging & executive remuneration
  • Financial planning for small business
  • Family law issues relevant to financial planning
  • Risk insurance
  • Compliance
  • Comprehensive tax rates and tables
  • Key developments to watch for financial planners

Authors:

Experienced practitioners, planners and business advisers, including:

  • Money Management’s 1996, 2002 and 2004 Financial Planners of the Year
  • Experts who won a contract to provide the Federal Government with extensive information on employee share ownership (including the tax consequences)
  • Field specialists from RetireInvest, Grant Thornton, President Financial Services Pty Limited, McMillan Financial Planning Pty Ltd, Commonwealth Bank, Remuneration Strategies Group, Trinity Management Group, Brett Davies Lawyers, Boyd Partners Limited, Forte Family Lawyers. 

The paper version features one update per year. The online version features two updates per year.

Now available (September 2008)

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Code Media Description Format Price Incl GST Add to Cart
8935R Australian Financial Planning Handbook Paper $142.03
Save: $7.48 1 		Buy
8935TP Aust Financial Planning Handbook Online Online $390.45
Save: $20.55 2 		Buy
9780864605863 Australian Financial Planning Hbk 2008/2009 5e ©2008; Book $142.03
Save: $7.48 		Buy
(1) 

Price is for a single subscription, excluding updates. Updates will automatically be issued and invoiced separately. Subscribers must provide the publisher with written notice of cancellation within 30 days of the date of their subscription invoice, otherwise the subscriber will be liable for the invoiced amount.


(2) 

Price is for a single annual subscription and includes all updates issued during this period. Thereafter subscription renewal invoices and updates will automatically be issued. Subscribers must provide the publisher with written notice of cancellation within 30 days of the date of their subscription invoice, otherwise the subscriber will be liable for the invoiced amount.