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Graduate Diploma in Financial Planning
FPRET501A Retirement and Estate Planning
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Graduate Diploma in Financial Planning: FPRET501A Retirement and Estate Planning
This guide supports the Graduate Certificate and the Graduate Diploma in Financial Planning
Welcome
eResources
Web Resources
Graduate Certificate Readings
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FPAFA501A Applied Financial Advice
FPBF501A Behavioural Finance
FPETH501A Ethics and Professional Standards for Financial Advisers
Graduate Diploma Readings
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FPINV501A Investment Planning
FPTAX501A Taxation Planning
FPRET501A Retirement and Estate Planning
FPINS501A Insurance and Superannuation Planning
Academic Skills
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Prescribed
Australian master financial planning guide (2022-23) - eBook and book
Various editions available
Recommended
Websites
Text
The Association of Superannuation Funds of Australia (ASFA)
Australian Bureau of Statistics (ABS)
Australian Prudential Regulation Authority (APRA)
Australian Securities and Investments Commission (ASIC)
Australian Securities & Investments Commission (ASIC) - Moneysmart
Australian Taxation Office (ATO)
Financial Advice Association Australia (FAAA)
NSW Trustee & Guardian
Services Australia
SuperGuide
Tax Institute
Australian master superannuation guide (2023/24) - eBook and book
by
Shirley Murphy
Various editions available
Readings
Baldwin, R, Chenoweth, L & dela Rama, M 2015, ‘Residential aged care policy in Australia: are we learning from evidence?’,
Australian Journal of Public Administration
, vol. 74, no. 2, pp. 128-141, doi:10.1111/1467-8500.12131
Bateman, H, Chomik, R & Piggott, J 2017, 'Retirement income', in K O'Loughlin (ed),
Ageing in Australia
, eBook, pp. 149-172, viewed 7 October 2020, EBSCOhost eBook Collection.
Chomik, R & Piggott, J 2012, ‘Pensions, ageing and retirement in Australia’,
Australian Economic Review
, vol. 45, no. 3, pp. 350-361, doi:10.1111/j.1467-8462.2012.00696.x
Crowe, M 2016, 'The introduction of international wills in Australia and the persistent challenge of international estate planning',
4 September,
Mondaq Business Briefing
, viewed 23 September 2020, Gale General OneFile.
Morrow, EP 2001, ‘Your business succession plan: are you going barefoot?’,
Journal of Financial Planning
, vol. 14, no. 5, pp. 52-54, viewed 7 October 2020, Business Source Complete.
Royer, S, Simons, R, Boyd, B & Rafferty, A 2008, ‘Promoting family: a contingency model of family business succession’,
Family Business Review
, vol. 21, no. 1, pp. 15-30, viewed 7 October 2020, Business Source Complete.
Schofield, DJ, Callander, EJ, Kelly, SJ & Shrestha, RN 2017, ‘Working beyond the traditional retirement age',
Journal of Aging & Social Policy
, vol. 29, no. 3, pp. 235-244, doi:10.1080/08959420.2016.1246319
Stebbing, A & Spies-Butcher, B 2016, ‘The decline of a homeowning society?’,
Housing Studies
, vol. 31, no. 2, pp. 190-207, doi:10.1080/02673037.2015.1070797
Whatley, L 2011, ‘A new model for family owned business succession’,
Organization Development Journal
, vol. 29, no. 4, pp. 21-32, viewed 7 October 2020, Business Source Complete.
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FPTAX501A Taxation Planning
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