The Australian Master Financial Planning Guide is a complete reference guide to all fundamental areas of financial planning. Financial planning is a very dynamic industry with frequent changes. This latest edition includes all developments since the previous financial year, including major changes to superannuation contribution rules. This edition covers proposed measures arising from the 2022-23 Federal Budget and how these may affect financial planning strategies. This book is essential for all financial planning professionals who must keep pace with technical changes and comply with their professional obligations.

Key Features:

Content includes practical financial planning strategies, case studies, examples, tips and the most current rates and thresholds available.

Topics covered:

• Superannuation
• Self-managed superannuation funds
• Social security
• Aged care
• Income tax
• Investment
• Retirement planning
• Estate planning
• Compliance