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Book-One-Page

THE ONE-PAGE
FINANCIAL
PLAN

$29.95

Delivery: $6.95
ISBN: 978-1-1185-8849-9
Format: Paperback
Published: April 2013, Wrightbooks

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Managing your money and creating wealth has never been so easy with this simple, effective financial planning guide.

In The One Page Financial Plan, CEO and financial advisor Sam Henderson gives you a straightforward process for tailoring a financial plan that meets all your goals and needs. In fact, everything you need to comprehensively manage your money and create wealth can fit on one page.

A comprehensive, step-by-step handbook for getting the most out of your money, The One Page Financial Plan is the perfect tool for managing your assets effectively, whether you’re a young person just starting out, or an experienced professional preparing for retirement. You’ll learn to manage your money, navigate tax laws, plan for the future, and much more—all in the easiest manner you can imagine.

  • Offers simple, straightforward financial planning advice appropriate for anyone at any age
  • Written by Sam Henderson, CEO and Senior Financial Adviser at Henderson Maxwell
  • Includes the latest advice on money management and wealth creation

Whether you’re 26 or 62, you shouldn’t wait to take care of your money and plan for the future. The One Page Financial Plan makes taking control of finances as easy as one, two, three.

Book-SMSF

SMSF
DIY
GUIDE

$34.95

Delivery: $6.95
ISBN: 978-0-7303-7723-8
Format: Paperback
Published: January 2011, Wrightbooks

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Straightforward and easy-to-understand guide to the basics of self managed super funds.

The SMSF DIY Guide is an authoritative, up-to-date and accessible guide to the pros and cons of running a self managed super fund. In plain English, financial advisor, Sam Henderson tells you what you need to know to set up and run a SMSF and ensure that all members fully meet their legal obligations, while outlining proven investment strategies, including those for shares, property, gearing and fixed interest.

Contents

  • Filled with practical, how-to information, supplemented with real life case studies
  • Covers all the bases, including setting up and administering a compliant fund, asset allocation and investments, risk management and insurance, retirement and eliminating tax, financial planning, estate planning, tax reduction strategies and much more
  • Steps you through the process of creating your own one-page financial plan outlining your investment strategy.

Written by one of Australia’s most well known and respected financial advisors

  • Preface vii
  • About the author ix
  • Acknowledgements xi
  • 1 Superannuation basics 1
  • 2 Is a self managed super fund right for you? 19
  • 3 Setting up a self managed super fund 33
  • 4 Running a compliant fund 45
  • 5 Types of investment 67
  • 6 Portfolio management and asset allocation 91
  • 7 Borrowing in super to buy shares or property 105
  • 8 Risk management and insurance in your fund 125
  • 9 Pre-retirement planning and dealing with redundancy 137
  • 10 Retirement and how to eliminate tax forever 157
  • 11 Estate planning 173
  • 12 10 strategies to reduce your tax and boost your super 187
  • 13 Financial planning and next steps 211
  • Glossary 221
  • Index 229

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