Australian Financial Planning Handbook 2017-18

Australian Financial Planning Handbook 2017-18

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, Tim Pepper, Sean Howard


$71.60* $179.00 RRP Save: $107.40 (60%)

Date: 27/09/2017

Code: 9780864698827

Thomson Reuters, AUSTRALIA

Available Formats

Format Title Date Code Price
Book Australian Financial Planning Handbook 2018-19 30/09/2018 9780864698490 $180.00 Pre-order
Book Australian Financial Planning Handbook 2017-18 27/09/2017 9780864698827 $71.60 Add to cart
Book+eBook Australian Financial Planning Handbook 2018-19 eBook 30/09/2018 9780864698506 $180.00 Pre-order
Book+eBook Australian Financial Planning Handbook 2017-18 Book+eBook 18/09/2017 42117347 $93.20 Add to cart
eBook - ProView Australian Financial Planning Handbook 2018-19 Book + eBook 30/09/2018 42495147 $215.00 Pre-order
eBook - ProView Australian Financial Planning Handbook 2017-18 eBook 28/09/2017 9780864698896 $71.60 Add to cart
Online Australian Financial Planning Handbook (WestlawAU) 25/08/2009 41167577 $788.78


Click here to pre-order the 2018-19 edition - Available September 2018.

With expert and updated coverage of the Future of Financial Advice (FoFA) reforms (including ASIC's first win in the courts), the Government's major superannuation reforms, SMSF and social security changes, ASIC requirements, financial adviser education reforms, robo-advice, recent compliance and regulatory developments and much more, the Australian Financial Planning Handbook 2017-18 saves you research time and increases your ability to meet compliance requirements and provide accurate advice.
The Handbook is indispensable for those new to financial planning and those studying financial planning. With 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 aged care and growing older.
What’s New
  • 2016-17 Budget superannuation reform measures now law.
  • Coverage of relevant 2017-18 Budget changes, including super changes, housing affordability measures, first home super saver scheme, new one-stop shop for EDR (external dispute resolution), Productivity Commission to inquire into competition in financial system (part of Govt's response to Murray Inquiry), social security changes. 
  • Coverage of LRBA changes for super funds, including SMSFs.
  • Updates re AFS licensee contraventions.
  • New ASIC guidance on financial adviser conduct and disclosure.
  • ASIC's first court case win on FoFA best interest duty.
  • Professional standards of financial advisers – new requirements now law.
  • Results of ASIC review of how large institutions oversee their advisers.
  • Govt discussion paper on developing a framework for Comprehensive Income Products for Retirement (CIPR).
  • Major ASIC information sheet on accountants providing SMSF services.
  • Life insurance remuneration reforms now law.
  • Tax Practitioners Board updates for tax (financial) advisers.
  • Updated tax rates and tables chapter.


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

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