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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

Prescribed Texts

Australian master financial planning guide 2022-23 - eBook and book
Estate & business succession planning (2018) - eBook by Bernie O'Sullivan
Available for purchase from The Tax Institute

Recommended

Text
Websites

Australian master superannuation guide (2020/21) - eBook and book by Shirley Murphy

Readings

'Australia: strengthening residential aged care funding', 2017,
MENA Report, viewed 23 September 2020, ProQuest Central.
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.
pp. 149-172
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
Crisp, DA, Windsor, TD, Butterworth, P & Anstey, KJ 2013, ‘What are older adults seeking?’,
Australasian Journal on Ageing, vol. 32, no. 3, pp. 163-170, doi:10.1111/j.1741-6612.2012.00623.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.
Muratore, AM & Earl, JK 2015, 'Improving retirement outcomes',
Ageing and Society, vol. 35, no. 10, pp. 2100-2140, doi:10.1017/S0144686X14000841
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.
Wiepking, P, Madden, K & McDonald, K 2010, 'Leaving a legacy: bequest giving in Australia,
Australasian Marketing Journal, vol. 18, no. 1, pp. 15-22, viewed 7 October 2020, ProQuest Central.