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Financial Planning in Australia, 5th Edition

Financial Planning in Australia, 5th Edition

  • 作者:
  • 出版商: LexisNexis Australia
  • ISBN: 9780409332094
  • 出版时间 December 2012
  • 规格: Paperback
  • 适应领域: Australia ? 免责申明:
    Countri(es) stated herein are used as reference only
该商品暂时已售完
  • 描述 
  • 大纲 
  • 作者 
  • 详细

    In a world focused on the accountability of financial planners and their contribution to the wealth creation of their clients, Financial Planning in Australia, with comprehensive coverage of all aspects of financial planning, is essential for both students and practitioners.

    Financial Planning in Australia is designed for students studying financial planning or personal finance as part of a commerce or business degree. It covers the full range of topics required for a comprehensive understanding of financial planning, including superannuation and retirement, taxation, compliance and ethics, social security, investment and insurance.

    Features

    - Updated commentary and topics to incorporate all recent legislative and policy changes
    - Reflects issues topical in financial planning
    - Student support available on LNConnect
    - Lecturer support available

  • Part 1: Introduction

    1 The Financial Planning Environment
    2 Compliance and Ethics
    3 The Client-Adviser Relationship
    4 Statement of Advice

    Part 2: Building Wealth

    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 Property
    11 Investing in Managed Funds
    12 Investing in Superannuation

    Part 3: Managing Wealth

    13 Tax
    14 Tax Strategies
    15 Insurance - Life, Income and other
    16 Insurance

    Part 4: Using your Wealth

    17 Superannuation and Retirement
    18 Social Security
    19 Estate Planning
    20 Keys to successful Financial Planning Ray Griffiths

  • Taylor, S

    Sharon Taylor BCom (Accounting, Finance and Systems), MCom is Associate Head of School (Engagement), School of Accounting, University of Western Sydney. Sharon has taught in the area of management accounting and later the financial planning for over 20 years.

    Juchau, R

    Professor Roger Juchau BCom, BEd, MA, FCPA, FNZIM is the Foundation Professor of Accounting & Management at the University of Western Sydney. He is a leading educator, having initiated and developed accounting programs at four universities, and is an internationally published author.

    Colley, G

    Graeme Colley CA, SSA, DipTech(Comm), GD (Tx Law), GDM, DFP is Director of Education and Professional Standards for SPAA.

    Cull, M

    Michelle Cull BComm (Accounting) is a lecturer at the University of Western Sydney.

    Griffith, R

    Ray Griffith MBA (Exec) Dip FS CFP is a well known Australian financial planner having spent more than twenty years in professional practice, most of which as a licensee.

    Houterman, B

    Beverly Houterman MA, MBA has worked in a number of financial services positions since 1984, including as director for a major research house, trustee of a public sector superannuation fund.

    Monahan, R

    Robert Monahan, LLB is a Senior Estate Planner for Australian Executor Trustees Limited and lectures at the University of Technology, Sydney.

    Perkins, M

    Michael Perkins is Special Counsel for Diamond Conway Lawyers also lectures in Estate Planning at the University of Technology Sydney.

    Seymour, E

    Elen Seymour BA, LLB lectures at University of Western Sydney.

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