No professional adviser or planner should be without the Australian Financial Planning Handbook 2010-11.

With expert and updated coverage of the major Cooper and Ripoll reviews, superannuation changes (including the 2010 Federal Budget), the Henry tax review, major compliance issues, plus many other matters of relevance to financial planners, it is an essential reference tool.

Among other things, the Australian Financial Planning Handbook 2010-11:

• provides in-depth practical coverage concerning superannuation, including planning tips, checklists and examples, as well as impacts on retirement planning and social security benefits;
• reports on the Cooper superannuation review, the Ripoll review, and the Henry tax system review, including the Government’s responses;
• details the 2010 Federal Budget changes affecting financial planning such as superannuation, retirement incomes, pensions, etc;
• extensively covers financial planning compliance requirements, especially important given the increased attention of the Government and ASIC;
• explains the issues that affect financial planning scenarios and investment structuring, with special reference to reverse mortgages, margin lending, etc;
• covers the effect on social security recipients of the change from 1 July 2009 to the definition of “assessable income” to include reportable superannuation contributions and net losses from rental property and financial investment income;
• identifies important estate planning issues;
• deals with financial planning issues specifically affecting small business owners, including succession planning;
• specifically flags important relevant developments not law as at 1 July 2010 , 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 states the law as enacted at 1 July 2010.

The Australian Financial Planning 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 RetireInvest, Millennium3 Financial Services, Grant Thornton, McMillan Financial Planning Pty Ltd, Remuneration Strategies Group, Brett Davies Lawyers, Boyd Partners Limited, Forte Family Lawyers, MGI Melbourne 

The paper version features one update per year. The online version features two updates per year.

SAVE 15% when you purchase both the Australian Financial Planning Handbook 2010-11 and the Australian Superannuation Handbook 2010-11 Value Bundle.