With expert and updated coverage of the Future of Financial Advice (FoFA) reforms (including the accountants' exemption), superannuation changes, ASIC requirements, recent compliance and regulatory developments and much more, the Australian Financial Planning Handbook 2014-15 saves you research time and increases your ability to meet compliance requirements and provide accurate advice.
Amongst other things, the new edition: covers the all-important FoFA reforms, including government changes and ASIC's focus on financial advice post-FoFA; covers the Tax Practitioners Board regulation of tax advice given by financial planners; includes a chapter specifically covering Growing Older Issues, discussing how the topic affects financial planners and their clients; covers the major Senate committee report on ASIC and the Commonwealth Bank of Australia's financial planner issue; extensively covers financial planning compliance requirements (licensing, giving of advice, etc) in 2 new chapters more prominently located, especially important given the increased attention from the Government and ASIC; provides in-depth practical coverage concerning superannuation, as well as impacts on retirement planning and social security benefits; includes special coverage on SMSFs especially in the light of the close attention these funds are receiving from the regulators; coverage of planned changes to restrict the use of the terms 'financial adviser' and 'financial planner'; details the 2014 Federal Budget changes affecting financial planning such as superannuation, retirement incomes, pensions, etc.
