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Financial Planning in Australia - Advice and Wealth Management, 6th edition
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Financial Planning in Australia - Advice and Wealth Management, 6th edition

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Overview
Published Dec 2014 (LexisNexis)
ISBN: 9780409339376. Soft Cover.
Description

Taylor, S.; Juchau, R.; Houterman, B.; Seymour, E.; Cull, M.; Colley, G.; Monahan, R.; Perkins, M.; Griffin, R.

Sharon Taylor and Roger Juchau’s Financial Planning in Australia - Advice and Wealth Management, 6th edition is a leading text for Australian business students and professionals, providing both a contemporary and technical view of the issues related to giving financial advice.

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. The sixth edition 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. The book provides practical advice for emerging professionals and a comprehensive suite of online material for students and lecturers. 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.

 

Features:

 

Provides a review of the current financial environment, updates on legislative changes and proposals, updates of rates applying to superannuation, taxation and social security, contains diagrams and tables to allow for easier understanding, provides a grading of questions at the end of each chapter

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

Part 1 – Introduction: Setting the Scene

 

 

Ch 1. The Financial Planning Environment

 

Ch 2. Ethics and Compliance

 

Ch 3. The Client–Adviser Relationship

 

Ch 4. Constructing a Statement of Advice Part 2 – Building Wealth

 

Ch 5. Cash Flow and Budgeting

 

Ch 6. Securing and Managing Credit

 

Ch 7. Asset Allocation and Managing Risk

 

Ch 8. Investing in Shares

 

Ch 9. Investing in Fixed-Income Securities

 

Ch 10. Investing in Property and Collectables

 

Ch 11. Investing in Managed Funds

 

Ch 12. Investing in Superannuation Part 3 – Managing Wealth

 

Ch 13. Taxation: An Overview for Financial Planners

 

Ch 14. Tax Strategies

 

Ch 15. Insurance — Life

 

Ch 16. Insurance — Income Protection, Health and General Part 4 – Preserving Wealth

 

Ch 17. Superannuation and Retirement

 

Ch 18. Social Security

 

Ch 19. Estate Planning — Core Principles and Practice

 

Ch 20. Keys to Successful Financial Planning Appendix 5A — Time Value of Money Appendix — Present and Future Value Tables

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