Details
The financial planning industry continues to undergo significant change. The continued focus on education and professional adviser standards, along with changes to superannuation contribution rules makes the Australian Master Financial Planning Guide 2019/20 an essential companion for anyone studying financial planning. It explains and illustrates all the fundamental areas of financial planning, as well as analysis of how the 2019 Federal Budget proposals and their potential impact on financial planning strategies. KEY FEATURES Contents include income tax, superannuation, social security, aged care, investment, retirement planning and estate planning Contains many examples and financial planning case studies Practical tips and traps are highlighted throughout the chapters Content highlights include: FUNDAMENTALS Income tax | Capital gains tax | Fringe benefits tax | Superannuation | Self-managed superannuation funds | Social security | Life and personal risk insurance | Compliance and best practice WEALTH CREATION Investment | Salary packaging | Gearing | Family home | Financial planning for the family CIRCUMSTANCES Redundancy, early retirement and invalidity | Planning to retire | Retirement incomes | Retirement living and aged care | Financial and estate planning on family breakdown | Estate planning and the consequences of death MISCELLANEOUS Rates and tables | Online investing | Index Oxford University Press Australia & New Zealand is the non-exclusive distributor of this title.
Additional Information
Authors | N/A |
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Brand | Oxford University Press ANZ |
Edition | N/A |
ISBN | 9781925894301 |
Publication Date | N/A |
Publisher | N/A |