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.
