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Description Financial Planning in Australia is designed for students studying financial planning or personal finance as part of a commerce or business degree. It covers the full range of topics required for a comprehensive understanding of financial planning including superannuation and retirement, taxation, compliance and ethics, social security, investment and insurance. - Table of Contents: Table of Contents -PART I -Introduction: The Financial Planning Environment -Financial Planning Environment -The Client-Advisor Relationship -Fundamental Concepts of Diversification and Risk Management -Compliance and Ethics -PART II -Getting Started: Making Financial Decisions -Financial Reports and Plans -Investing in Shares and Bonds -Making Securities Transactions -Investing in Managed Funds -PART III - Growing Your Wealth: Managing and Protecting Your Money -Taxation - Overview and Income -Taxation - Deductions, Offsets and Other Taxes -Taxation - Bring it all Together: Tax Planning -Personal Use of Credit, Debt and -Lending Issues in Home Ownership -Life Insurance -Income Protection Insurance and Health Insurance -PART IV - Making It Last: Sustaining Your Wealth -Superannuation and Retirement -Social Security -Estate Planning - Core Principles -Estate Planning - In Practice -PART V - Pulling It All Together: Financial Plan Construction -Financial Plan Construction
Full Product DetailsAuthor: Sharon Taylor , Houterman Beverly Juchua
Country of Publication: Australia
Edition: 4th edition
ISBN 10: 0409327255
Publication Date: 01 January 2010
Audience: College/higher education , Professional and scholarly , Tertiary & Higher Education , Professional & Vocational
Publisher's Status: Active
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