| Description |
1 online resource (1494 pages) |
| Contents |
Introduction to financial planning navigator -- Income tax -- Capital gains tax -- Fringe benefits tax -- Superannuation -- Self managed superannuation funds -- Social security -- Life and personal risk insurance -- Compliance and best practice for financial advisers -- Investment -- Salary packaging -- Gearing -- Family home -- Financial planning for the family -- Redundancy, early retirement and invalidity -- Planning to retire -- Retirement income stream -- Retirement living and aged care -- Financial and estate planning on family breakdown -- Estate planning and the consequences of death -- Rates and tables -- Online investing |
| Summary |
"The Australian Master Financial Planning Guide is the complete reference guide to all fundamental areas of financial planning. It has been designed to ensure that those working in financial planning are up to date with the constant changes in this very dynamic field. Up to date to 1 July 2020, this essential title gives you the edge by guiding you through all the latest changes including the recommendations of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, along with the tax, superannuation and social security changes arising from the COVID-19 pandemic. The Guide covers areas such as, income tax investment superannuation retirement planning social security estate planning aged care compliance. The Guide includes examples, case studies and practical tips and traps to help you efficiently provide confident advice."-- Wolters Kluwer CCH Website |
| Analysis |
Australian |
| Notes |
Includes index |
|
Description from eBook on Wolters Kluwer CCH page (viewed October 2020) |
| Subject |
Finance, Personal -- Australia
|
|
Estate planning -- Australia
|
|
Investments -- Australia
|
|
Retirement -- Australia -- Planning
|
|
Tax planning -- Australia
|
| SUBJECT |
Finance, Personal -- Australia
|
| Form |
Electronic book
|
| Author |
CCH Australia Limited, publisher,, distributor
|
| ISBN |
9781922347398 |
|
