Australian Financial Planning Handbook (Book Subscription)

Australian Financial Planning Handbook (Book Subscription)

By John Day, Paul Banister, Brett Davies, Jacqueline Campbell, Gary D Fitton, George Flack, Sean Graham, Terry Hayes, Stuart Jones, Robert Kiddell, Sue Prestney, Nigel Fenton, Tim Pepper

Book

$175.00* RRP

Date: 27/09/2011

Code: 30140274

Thomson Reuters, AUSTRALIA

Available Formats

Format Title Date Code Price
Book Australian Financial Planning Handbook 2013-14 13/09/2013 9780455232270 $175.00
Book Australian Financial Planning Handbook 2012-13 01/09/2012 9780864607812 $136.01
Book Australian Financial Planning Handbook (Book Subscription) 27/09/2011 30140274 $175.00
Book+eBook Australian Financial Planning Handbook 2013-14 Book + eBook Pack 13/09/2013 41506490 $228.00
Book+eBook Australian Financial Planning Handbook 2012-13 - eBook + Book 01/09/2012 30158640 $176.80
eBook - ProView Australian Financial Planning Handbook 2013-14 eBook 13/09/2013 41504504 $175.00
eBook - ProView Australian Financial Planning Handbook 2012-13 - eBook 01/09/2012 41337305 $136.01
Online Australian Financial Planning Handbook Online 25/08/2009 41167577 $575.00
Online Australian Financial Planning Handbook - Checkpoint 41412849 $570.00

Description

No professional adviser or planner should be without the Australian Financial Planning Handbook 2012-13.

With expert and updated coverage of the Future of Financial Advice (FoFA) reforms (including the accountants' exemption), superannuation changes, ASIC guidance, recent compliance and regulatory issues and much more, the Australian Financial Planning Handbook 2012-13 saves you research time and increases your ability to provide compliant and accurate advice.

The Handbook states the law in force as at 1 July 2012, but includes important developments up to 13 August 2012.

Among other things, the Australian Financial Planning Handbook 2012-13:

  • covers the all-important FoFA reforms, including details and analysis of the 2 Acts that have now introduced the first and second tranches of the reforms, covering opt-in, best interests duty, etc. The FoFA transitional rules concerning early adopters are also covered, as is ASIC's focus on financial advice post-FoFA;
  • extensively covers financial planning compliance requirements, especially important given the increased attention from the Government and ASIC;
  • provides in-depth practical coverage concerning superannuation, including planning tips, checklists and examples, as well as impacts on retirement planning and social security benefits;
  • details the 2012 Federal Budget changes affecting financial planning such as superannuation, retirement incomes, pensions, etc;
  • explains the issues that affect financial planning scenarios and investment structuring, with special reference to reverse mortgages, margin lending, etc;
  • identifies important estate planning issues;
  • deals with financial planning issues specifically affecting small business owners, including succession planning;
  • covers the Trans-Tasman recognition of financial planners, which is now a reality;
  • specifically flags important relevant developments not law or in effect as at 1 July 2012 (eg ASIC’s new guidance on training of planners, scaling of advice), including Bills before Parliament at that date.

The Handbook focuses strongly on practical financial planning issues, and:

  • highlights several hundred clearly flagged practical tips;
  • contains many practical case studies; and
  • includes checklists, examples, and warnings of traps to avoid, all from the expert authors’ first-hand experiences.

The Handbook is also indispensable for those new to financial planning and those studying financial planning. It includes special chapters on “Financial planning: getting started” and “The process of financial planning”.

The Handbook is authored by a team of experienced practitioners, planners and business advisers, including:

  • Money Management’s 1996, 2002 and 2004 Financial Planners of the Year 
  • Field specialists from Flack Advisory Services, Mills Oakley Lawyers, Professional Investment Services, Grant Thornton, McMillan Financial Planning Pty Ltd, Remuneration Strategies Group, Civic Legal, Forte Family Lawyers, MGI Melbourne 
 
Australian Financial Planning Handbook is available on Thomson Reuters' Tax and Accounting Online platform, and is updated in February and September each year.
 
~NEW~ The Handbook is also available as an eBook on the Thomson Reuters' Proview eReader.
 
SAVE 10% when you purchase both the Australian Financial Planning Handbook 2012-13 and the Australian Superannuation Handbook 2012-13 Value Bundle.

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Features

  • Provides comprehensive and up-to-date coverage of all key aspects of financial planning – superannuation, compliance, finance and investing, estate planning, taxation planning, retirement planning, social security, risk insurance, salary packaging and executive remuneration, family law requirements and small business.
  • Contains practical information - includes checklists, examples, tips, case studies, information on traps to avoid.
  • Written in plain English and does not assume legal, tax or detailed financial knowledge.
  • Written by professional advisers who specialise in one or more aspects of financial planning.
  • Available on print and online.

Resource Downloads

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Price is for a single annual subscription to receive the latest edition of the Australian Financial Planning Handbook as soon as it is published. Thereafter, subscription renewal invoices will be automatically issued. Subscribers must provide the publisher with written notice of cancellation within 30 days of the date of their subscription invoice, otherwise the subscriber will be liable for the invoiced amount.

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