Financial planning in Australia advice and wealth management 8th Edition by Sharon Maria Taylor, Roger H Juchau ISBN 0409347604 9780409347609

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Product details:

ISBN 10: 0409347604 
ISBN 13: 9780409347609
Author: Sharon Maria Taylor, Roger H Juchau

Sharon Taylor and Roger Juchau’s Financial Planning in Australia – Advice and Wealth Management 8th edition is a leading text for Australian business students and professionals, providing a contemporary and technical view of the issues related to giving financial advice. The eighth 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 learning materials 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.

Financial planning in Australia advice and wealth management 8th Table of contents:

Part 1: Introduction: Setting the Scene

1. The Financial Planning Environment

2. Ethics and Compliance

3. The Client-Adviser Relationship

4. Constructing a 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. Investing in Property and Collectables

11. Investing in Managed Funds

12. Investing in Superannuation

Part 3: Managing Wealth

13. Taxation: An Overview for Financial Planners

14. Tax Strategies

15. Insurance – Life

16. Insurance – Income Protection, Health and General

Part 4: Using Your Wealth

17. Superannuation and Retirement

18. Social Security

19. Estate Planning – Core Principles and Practice

20. Keys to Successful Financial Planning

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Tags: Sharon Maria Taylor, Roger H Juchau, Financial planning