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Australian Financial Planning Handbook 2011-12
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New or Used: $174.29
With expert and updated coverage of the Future of Financial Advice (FOFA) reforms, the implications of the Federal Budget 2011, superannuation changes, recent compliance and regulatory issues and much more, the Australian Financial Planning Handbook 2011-12 saves you research time and increases your ability to provide compliant and accurate advice. It covers the all-important FoFA reforms, including details and analysis of the first draft of the FoFA legislation released on 29 August 2011; 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 2011 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; specifically flags important developments not law or in effect as at 1 July 2011 (eg ASIC's new guidance on training of planners, scaling of advice), including Bills before Parliament at that date.
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