Financial Planning DIY Guide : Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation

by Henderson, Sam

• ISBN13: 9781742468273
• ISBN10: 1742468276
• Edition: 1st
• Format: Paperback
• Copyright: 2011-05-16
• Publisher: Wrightbooks

Summary

From Wrightbooks - the home of personal finance books - comes this completely up-to-date, do-it-yourself guide written by expert financial planner, Sam Henderson. This is the only Australian all-in-one DIY guide to structuring your finances to get the most from your money. It covers everything from income maximisation, investment portfolio structuring (shares, property, leveraging, gearing and so on) and tax and superannuation strategies (including information on self managed superannuation), right through to risk management and income planning for retirement. This guide provides all of the information readers need to create a comprehensive and actionable financial plan.

Author Biography

Sam Henderson is CEO and Senior Financial Adviser at Henderson Maxwell, an independently owned, boutique financial planning firm. Sam has a Bachelor of Commerce (Accounting), a Diploma and Advanced Diploma of Financial Services, and an Advanced Diploma of Marketing Management. He is also an accredited mortgage consultant, direct-share specialist and an expert in self managed superannuation funds.

Table of Contents

About the author	p. vii
Acknowledgements	p. ix
Preface	p. xi
Getting started: financial planning essentials	p. 1
How to increase your income and make the most of your salary	p. 19
How to reduce your tax	p. 33
Five key asset classes and portfolio construction	p. 45
Residential property investment: investing in property to get off the money-go-round	p. 75
How to make real money investing in shares	p. 107
Superannuation: real tax-effective investing	p. 133
Self managed superannuation funds	p. 159
Someone else's money and credit	p. 173
Risk management and insurance	p. 191
Centrelink and social security	p. 203
All you need to know about aged care	p. 221
Estate planning: how to protect your family's wealth	p. 235
12 strategies to instantly boost your wealth	p. 247
Your one-page financial plan	p. 273
Budget planner	p. 287
Your personal risk profile questionnaire	p. 290
Stamp duty rates	p. 292
Land tax rates	p. 296
Five-step aged care checklist worksheet	p. 298
Index	p. 301
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