Australian Financial Planning Handbook (WestlawAU)

Australian Financial Planning Handbook (WestlawAU)

By John Day, Paul Banister, Brett Davies, Jacqueline Campbell, Gary D Fitton, George Flack, Sean Graham, Terry Hayes, Stuart Jones, Robert Kiddell, Sue Prestney, Nigel Fenton, Sean Howard, Tim Pepper


$733.06* RRP

Date: 25/08/2009

Code: 41167577

Thomson Reuters, AUSTRALIA

Available Formats

Format Title Date Code Price
Book Australian Financial Planning Handbook 2016-17 05/10/2016 9780864699282 $179.00 Add to cart
Book+eBook Australian Financial Planning Handbook 2016-17 Book + eBook 05/10/2016 41970875 $232.71 Add to cart
eBook - ProView Australian Financial Planning Handbook 2016-17 eBook 20/09/2016 9780864699299 $179.00 Add to cart
Online Australian Financial Planning Handbook (WestlawAU) 25/08/2009 41167577 $733.06 Add to cart


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 2014-15 saves you research time and increases your ability to provide compliant and accurate advice.

The Handbook also includes commentary on all key developments arising from the 2014 Federal Budget. It focuses strongly on practical financial planning issues, and:

  • highlights several hundred clearly flagged practical tips;
  • contains many practical case studies; and
  • includes checklists, examples, and warnings of traps to avoid, all from the expert authors’ first-hand experiences.

The Handbook is 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.

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

 No professional adviser or planner should be without the Australian Financial Planning Handbook 2014-15.

Australian Financial Planning Handbook is also available as an eBook on the Thomson Reuters' Proview eReader.

SAVE 10% when you purchase both the Australian Financial Planning Handbook 2014-15 and the Australian Superannuation Handbook 2014-15 Value Bundle.

Table of Contents

1. Financial planning - getting started
2. The process of financial planning
3. Providing advice
4. Regulation and licensing
5. Income tax from an investor's view
6. Capital gains tax for the investor
7. FBT and financial planning
8. Goods and services tax
9. Superannuation
10. Self-managed superannuation funds
11. Investment structuring – the tax perspective
12. Taxation planning
13. Salary packaging and remuneration strategies
14. Retirement planning
15. Estate planning
16. Financial planning for small business
17. Family law issues
18. Access to government benefits
19. Aged care planning
20. Risk management and insurances
21. Investment – the engine room of personal financial planning
22. Using finance – use and management of debt
23. Additional sources of information
24. Rates and tables
25. Developments to watch


Price is for a single annual subscription and includes all updates issued during this period. Thereafter subscription renewal invoices and updates will automatically be issued. Subscribers must provide the publisher with written notice of cancellation within 30 days of the date of their subscription invoice; otherwise the subscriber will be liable for the invoiced amount.

Got a Promo Code?


Completely online and simple to follow, Cleardocs Legal documents enable you to create automated SMSF documents which are available within minutes. Choose from the selection below: