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Financial Planning, 2nd Update Edition Wiley E-Text

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Financial Planning, 2nd Update Edition Wiley E-Text

Warren McKeown, Mike Kerry, Marc Olynyk

ISBN: 978-0-730-34355-4 August 2017 200 Pages

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Description

Financial Planning 2nd Update Edition has been revised to reflect changes in economic circumstances, legislation and professional regulations, as well as developments in teaching and learning design.

The hallmark strength of this title continues to be a comprehensive introduction to financial planning decisions, services and products, risk management, and the importance of long-term, strategic financial planning and lifelong management.

Incorporated into this update edition is coverage of the Future of Financial Advice (FOFA), self-managed superannuation funds, and the latest changes to superannuation and the aged pension.

As an increasing number of Australians look to financial planners for information and guidance on investment opportunities, and both short-term and long-term financial planning goals, this update edition reflects the financial planning industry’s need to ensure that its members are accredited and comply with the industry-recognised professional and ethical skills. 

Financial Planning 2nd Update Edition has been designed to equip students of higher education institutions with the knowledge, concepts and application required to successfully enter the exciting profession of financial planning.

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CHAPTER 1 Personal financial planning 1

CHAPTER 2 Financial planning skills 44

CHAPTER 3 Taxation planning 82

CHAPTER 4 Investment choices 127

CHAPTER 5 Direct investment — fixed interest and shares 159

CHAPTER 6 Direct investment — property 200

CHAPTER 7 Managed funds 234

CHAPTER 8 Leveraged investments 278

CHAPTER 9 Risk management and insurance 311

CHAPTER 11 Retirement planning 393

CHAPTER 12 Self?]managed superannuation funds 432

CHAPTER 13 Social security 472

CHAPTER 14 Estate planning 508

CHAPTER 15 Development of a statement of advice 540