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Australian Master Financial Planning Guide 2018/19 e21

Australian Master Financial Planning Guide 2018/19 e21

By CCH

Financial planning regulation continues to evolve. This book is essential for all financial planning professionals who must keep pace with technical changes and comply with their professional obligations.

Finance Planning 

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  • Full description

    Financial planning regulation continues to evolve. This book is essential for all financial planning professionals who must keep pace with technical changes and comply with their professional obligations.

    It explains and illustrates all the fundamental areas of financial planning, as well as analysis of how 2018-19 Federal Budget proposals and announcements may affect financial planning strategies.

    KEY FEATURES
     

    Each chapter includes examples, case studies and practical tips and traps to help you efficiently provide confident advice. Content highlights include:

    FUNDAMENTALS
     

    Income tax | Capital gains tax | Fringe benefits tax | Superannuation | Self-managed superannuation funds | Social security | Life and personal risk insurance | Compliance and best practice

    WEALTH CREATION

    Investment | Salary packaging | Gearing | Family home | Financial planning for the family
     

    CIRCUMSTANCES

    Redundancy, early retirement and invalidity | Planning to retire | Retirement incomes | Retirement living and aged care | Financial and estate planning on family breakdown | Estate planning and the consequences of death

    MISCELLANEOUS

    Rates and tables | Online investing | Index

     

     

  • About the author
  • Product details

    ISBN: 9781925672213

    Published: 2018

    Format: Softcover

     

  • Table of contents

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