IPA Australian Financial Planning Handbook 2016-17

 

Overview
IPA Australian Financial Planning Handbook 2016-17
OPTIONS TO BUY

Print
HKD1,139.00
9780864699305
Oct 2015
Book

eBook
HKD6,629.00
9780864699312


Print & eBook
HKD10,367.00
41970871

With expert and updated coverage of the Future of Financial Advice (FoFA) reforms, superannuation, SMSF and social security changes, ASIC requirements, financial adviser education reforms, robo-advice, recent compliance and regulatory developments and much more, the IPA Australian Financial Planning Handbook 2016-17 saves you research time and increases your ability to meet compliance requirements and provide accurate advice. Special coverage of relevant changes following the 2016 Federal Election is also included.

The Handbook:

  • focuses strongly on practical financial planning issues;
  • highlights several hundred clearly flagged practical tips and case studies; and
  • includes checklists, examples, and warnings of traps to avoid, many of which have been updated for the new edition.

 

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”, as well as superannuation, retirement and estate planning, and issues relating to growing older.

The IPA 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 Challenger Limited, Flack Advisory Services, Grant Thornton, McMillan Financial Planning Pty Ltd, Remuneration Strategies Group, Civic Legal, Forte Family Lawyers, and PwC