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Australian Financial Planning Handbook 2013-14
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New or Used: $173.00
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 2013-14 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 2013, although includes important developments up to 15 September 2013. Among other things, the Australian Financial Planning Handbook 2013-14: covers the all-important FoFA reforms, including ASIC's focus on financial advice post-FoFA; includes a new chapter covering aged care and the discussion of how the topic affects financial planners and their clients; 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 2013 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 2013, including Bills before Parliament at that date.
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