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.

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Which fits?

Article Abstract:

Three certified public accountants (CPAs) advise on how to decide on the best business model to choose to suit a particular financial plan. Each CPA presents a different angle, with the first working for an independent small dealer, the second for a franchise of accountants, and the third a consolidator.

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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.

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