Home: Bachelor of Applied Commerce: ACFIN304A Financial Plan Construction

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Provides access to the Australian and Asian CCH publications including the latest edition of the Australian master tax guide. eBooks can be read online or downloaded to your computer or mobile device for 2 weeks. There is a limit of 5 eBooks that you can borrow at a time.

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Required Reading

A summary of regulatory requirements for statements of advice,
Compliance Quarter, viewed 1 October 2022, <hhttps://www.compliancequarter.com.au/a-summary-of-regulatory-requirements-for-statements-of-advice/>.
Hilder, k & Standen, M 2019, Decision in financial services Royal Commission case study: ASIC has won its case against Dover Financial Advisers Pty Ltd and Dover's sole director,
MinterEllison, viewed 1 October 2022, <hhttps://www.minterellison.com/articles/case-note-asic-v-dover-financial-advisers-2019-fca-1932>.
Levy, M 2018, Personal advice and the best interests duty,
Allens, viewed 1 October 2022, <hhttps://www.allens.com.au/insights-news/insights/2018/03/unravelled-personal-advice-and-the-best-interests-duty/>.

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Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 7-990 to section 7-999
Section 5-300 to 5-800
Section 15-010, 15-040, 15-210, 15-520, 15-540
Section 16-190 to 16-640
Section 17-000 to 17-390
Section 18-000 to 18-205

Required reading

Parker, D n.d., The economic impact of Australia’s ageing population,
CEDA, viewed 1 October 2022, <hhttps://www.ceda.com.au/ResearchAndPolicies/Research/Health-Ageing/The-economic-impact-of-Australia%e2%80%99s-ageing-populati>.

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Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 8-140, 8-150, 8-160, 8-400, 8-405, 8-420, 8-425, 8-600, 8-610, 8-615
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 21 Keys to successful financial planning

Required reading

FAQs: ongoing fee arrangements,
ASIC, viewed 1 October 2022, <hhttps://asic.gov.au/regulatory-resources/financial-services/giving-financial-product-advice/fees/faqs-ongoing-fee-arrangements//>.
RG 271 Internal dispute resolution,
ASIC, viewed 8 September 2023, <hhttps://asic.gov.au/media/5720809/rg165-published-30-july-2020.pdf>.

No reading

Prescribed text reading

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 8-160, 8-170, 8-180, 8-190

Prescribed text reading

Prescribed text reading

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 8-160 to 8-190