Login
Username  
Password    
What is the Financial Planning Guide?

Financial Planning Guide is a complete reference tool for financial advisers that's easy to use and is updated as developments unfold. Content is reviewed by an Editorial Committee comprising representatives from Australia's leading financial advice organisations. Let us do the groundwork for you so that you can focus on strategy and development.

 Benefits

> Live updates for latest information

> Regularly reviewed content supported by topic specialists

> Technical calculators to help you complete complex calculations

> Quick Reference Guide for easy access to crucial sums and figures

> Practical examples and frequently asked questions

> Full text search functionality for easy navigation

> Over 1,500 pages of information, with topics ranging from estate planning and investments to super and tax

Features

> What's TechIn - an overview of the latest technical updates. Delivered online as they unfold

> Monthly video news update

> Pit Stop - stock up on strategies, tips, worksheets and articles

> Budget alerts where current information is subject to change

> Archive - access historical information that is no longer current but may still be useful

 

What does this mean for you?

> Instant access to up-to-date technical information from industry experts

> No more filing of technical information, so you can spend more time with your clients

> Convenient format - choose from CD, online and/or download

Topics

> Superannuation and rollovers
> Self managed superannuation funds
> Social security
> Income streams
> Investments
> Taxation
> Insurance
> Estate planning
> Legislation and compliance

How to subscribe

Select the link below to download a subscription form

Subscription form

Return by:
Fax 1300 360 834 or
Post GPO Box 9995, Brisbane QLD 4001

Questions?

Call 1300 KAPLAN

Email pdmail@kaplan.edu.au
Visit www.kaplanprofessional.edu.au 

 

Technical Editor

Rosemary Hume (Kaplan)

Product Manager

Christine Kastoun (Kaplan)

Editorial Committee members

Graeme Colley (ING)                                                                         
Mark Gleeson (Perpetual Trustees)
Sean Fannin (Westpac Financial Planning)
James Proctor (ipac Securities)                                                            
Madeleine Said (AMP Financial Services)
Steven Kunz (Suncorp Wealth Management)
Simon Conolly ( Perpetual Private Clients)
Geoff Tory (Australian Unity Financial Planning)
Nicholas Zubic (Genesys Wealth)
Justine Marquet (AXA)
Jason Menzies (BT Financial Group)
Damian Hearn (Perpetual Trustees)

 

 

© 2009 Kaplan Education Pty Ltd