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Financial Planning in Australia: Advice and Wealth Management, 7th edition

by: Taylor, S; Juchau, R

On-line Price: $134.00 (includes GST)

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Publisher: Lexis Nexis,12/12/15

Category: FINANCE Level: B/I/A

ISBN: 0409341770
ISBN13: 9780409341775

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Financial Planning in Australia: Advice and Wealth Management is an essential resource for all future and practising financial planners and is prescribed by ASIC RG 146 compliance courses.

Combining the knowledge of a team of leading academics and practitioners in relation to financial planning, this latest edition provides students and practitioners with a comprehensive overview of the financial advisory and planning processes as well as insight into the practical applications of the process. It includes a review of the current financial environment, updates on legislative changes and proposals as well as updates on rates applying to superannuation, taxation and social security. This text also provides practical advice for emerging professionals and a comprehensive suite of online learning materials for students and lecturers.

- review of current financial environment
- updates on legislative changes and proposals
- latest rates applying to superannuation, taxation and social security
- diagrams, tables and graded questions

Related LexisNexis Title
Hilliard & Levy, Planning for the Future of Financial Advice in Australia: A Handbook, 2013

Sharon Taylor is a Senior Lecturer and First Year Advisor at the University of Western Sydney specialising in Accounting, Finance and Financial Planning. She is currently the Deputy Chair of the Financial Planning Education Council and was formerly the Vice President of the Association of Financial Services Educators. She has held technical and management positions in both the Australian Taxation Office and the university sector. Additionally she has researched and published extensively in the area of Financial Services.

Emeritus Professor Roger Juchau was the Foundation Professor of Accounting and Management at the University of Western Sydney. He is a leading educator, having initiated accounting programs at four universities, and is an internationally published author.
Table of Contents

1. The Financial Planning Environment
2. Ethics and Compliance
3. The Client-Adviser Relationship
4. Constructing a Statement of Advice
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. Investing in Property and Collectables
11. Investing in Managed Funds
12. Investing in Superannuation
13. Self-Managed Superannuation
14. Taxation: An Overview for Financial Planners
15. Tax Strategies
16. Insurance - Life
17. Insurance - Income Protection, Health and General
18. Superannuation and Retirement
19. Social Security
20. Estate Planning - Core Principles and Practice
21. Keys to Successful Financial Planning

Appendix A - Time Value of Money
Appendix B - Present and Future Value Tables