Financial planning: bringing it together

Article Abstract:

Australian accountants can sustain their business by offering financial planning services. Busy clients have less time and more need to oversee their asset growth due to accumulation super. A financial plan should include risk management and tax, estate, retirement and investment planning. Accountants may recommend a planner or obtain a securities dealers license or a proper authority holder. While additional learning will be needed, clients will fare best if their accountant is also their financial planner.

Australia, Accounting, auditing, & bookkeeping, Accounting & Auditing Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Methods, Financial planning, Cover Story, Accounting firms, Accounting services

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Go with the flow

Article Abstract:

After retirement, salaries can be replaced effectively by pensions or annuities, known as income stream products. The most attractive aspects of these products include reduction of capital gains tax in a fund that is self-managed, and deferral of tax on lump sums of accumulated superannuation benefits.

Economic aspects, Finance, Pensions, Annuities

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