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Financial planning / Warren McKeown, Mike Kerry, Marc Olynyk.

By: Contributor(s): Material type: TextTextPublisher: Milton, Qld : Wiley, 2014Copyright date: ©2014Edition: 2nd editionDescription: xviii, 713 pages : illustrations ; 26 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9781118644836 (paperback)
Subject(s): DDC classification:
  • 332.024 23
LOC classification:
  • HG179 F56 2014
Contents:
1. Personal financial planning -- 2. Financial planning skills -- 3. Taxation planning -- 4. Investment choices -- 5. Direct investment -- fixed interest and shares -- 6. Direct investment -- property -- 7. Managed funds -- 8. Leveraged investments -- 9. Risk management and insurance -- 10. Superannuation -- 11. Retirement planning -- 12. Self-managed superannuation funds -- 13. Social security -- 14. Estate planning -- 15. Development of a statement of advice.
Summary: Financial Planning 2nd edition has been thoroughly revised to reflect the changing legislative and professional regulations affecting the Australian financial planning industry, as well as capture the latest developments in teaching and learning design.
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Holdings
Item type Current library Call number Copy number Status Date due Barcode
Book City Campus City Campus Main Collection 332.024 MCK (Browse shelf(Opens below)) 1 Available A557478B
Book City Campus City Campus Main Collection 332.024 MCK (Browse shelf(Opens below)) 3 Available A557493B

Previous published: 2012.

Includes bibliographical references and index.

1. Personal financial planning -- 2. Financial planning skills -- 3. Taxation planning -- 4. Investment choices -- 5. Direct investment -- fixed interest and shares -- 6. Direct investment -- property -- 7. Managed funds -- 8. Leveraged investments -- 9. Risk management and insurance -- 10. Superannuation -- 11. Retirement planning -- 12. Self-managed superannuation funds -- 13. Social security -- 14. Estate planning -- 15. Development of a statement of advice.

Financial Planning 2nd edition has been thoroughly revised to reflect the changing legislative and professional regulations affecting the Australian financial planning industry, as well as capture the latest developments in teaching and learning design.

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