Financial Planning in Australia, 5th Edition

Description

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In a world focused on the accountability of financial planners and their contribution to the wealth creation of their clients, Financial Planning in Australia, with comprehensive coverage of all aspects of financial planning, is essential for both students and practitioners.

Financial Planning in Australia is designed for students studying financial planning or personal finance as part of a commerce or business degree. It covers the full range of topics required for a comprehensive understanding of financial planning, including superannuation and retirement, taxation, compliance and ethics, social security, investment and insurance.

Features

- Updated commentary and topics to incorporate all recent legislative and policy changes
- Reflects issues topical in financial planning
- Student support available on LNConnect
- Lecturer support available

Related Titles
Perkins and Monahan, Estate Planning: A Practical Guide for Estate and Financial Service Professionals, 2nd edition, 2008

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Table of Contents

Part 1: Introduction

1 The Financial Planning Environment
2 Compliance and Ethics
3 The Client-Adviser Relationship
4 Statement of Advice

Part 2: Building Wealth

5 Cash flow and budgeting
6 Securing and managing credit
7 Asset allocation and managing risk
8 Investing in Shares
9 Investing in Fixed-Income Securities
10 Property
11 Investing in Managed Funds
12 Investing in Superannuation

Part 3: Managing Wealth

13 Tax
14 Tax Strategies
15 Insurance - Life, Income and other
16 Insurance

Part 4: Using your Wealth

17 Superannuation and Retirement
18 Social Security
19 Estate Planning
20 Keys to successful Financial Planning Ray Griffiths

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Author/Contributor

Taylor, S

Sharon Taylor BCom (Accounting, Finance and Systems), MCom is Associate Head of School (Engagement), School of Accounting, University of Western Sydney. Sharon has taught in the area of management accounting and later the financial planning for over 20 years.

Juchau, R

Professor Roger Juchau BCom, BEd, MA, FCPA, FNZIM is the Foundation Professor of Accounting & Management at the University of Western Sydney. He is a leading educator, having initiated and developed accounting programs at four universities, and is an internationally published author.

Colley, G

Graeme Colley CA, SSA, DipTech(Comm), GD (Tx Law), GDM, DFP is Director of Education and Professional Standards for SPAA.

Cull, M

Michelle Cull BComm (Accounting) is a lecturer at the University of Western Sydney.

Griffith, R

Ray Griffith MBA (Exec) Dip FS CFP is a well known Australian financial planner having spent more than twenty years in professional practice, most of which as a licensee.

Houterman, B

Beverly Houterman MA, MBA has worked in a number of financial services positions since 1984, including as director for a major research house, trustee of a public sector superannuation fund.

Monahan, R

Robert Monahan, LLB is a Senior Estate Planner for Australian Executor Trustees Limited and lectures at the University of Technology, Sydney.

Perkins, M

Michael Perkins is Special Counsel for Diamond Conway Lawyers also lectures in Estate Planning at the University of Technology Sydney.

Seymour, E

Elen Seymour BA, LLB lectures at University of Western Sydney.

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