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FIN2106 (13)

Class Notes for FIN2106 at University of Southern Queensland

Personal Financial Planning

FIN2106 Lecture Notes - Lecture 9: Average Weekly Earnings, Centrelink, Full Rate
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Module 9 FIN2106 Social security benefits o In Australia, Centrelink administers social security payments to eligible persons, as either pensions or allowances o Pensions are generally paid for long term needs while allow...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 12: Mortgage Broker, Salary Packaging, Financial Planner

FIN2106 Module 12 Range of advice by personal financial planner o wealth creation o retirement planning and income o superannuation o social security o estate planning o trusts o taxation o salary packaging o investing o ...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture 11: Module 11

FIN2106 Module 11 Prior to data gathering interview: o FSG given to client, ideally when the appointment is made o Client requested to bring financial documentation to meeting o Need to project a professional image Clien...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 5: Negative Gearing, Opportunity Cost, Balloon Payment Mortgage

FIN2106 Module 5 - Budgeting o Helps with the achievement of financial goals by monitoring and controlling finances, reducing needless spending and allowing savings o Usually prepared m...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 8: Burglary, Co-Insurance, Earthquake Insurance

FIN2106 Module 8 - Introduction o A financial plan must take into account the possibility of risks and aim to: eliminate them, or minimise their effect o We...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 1: Capital Market, Microeconomics, Futures Contract

FIN2106 Module One Personal Financial Planning (PFP) is a holistic process whereby a clients total position, both financial and nonfinancial, is examined and a set of actions or a plan is put in place which, once implemen...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 3: Total Return, Effective Interest Rate, Nominal Interest Rate

FIN2106 Module Three Chapter 3 - Financial reports and budgets provide direction by helping individuals work towards specific financial goals, which is the essence of personal financial planning. It tells where ...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 2: Deposit Account, Debenture, Best Interests

Module 2 Chapter 2 - Professional bodies have a number of roles including: o Ensuring that qualification requirements are at a high level o Enhancing the image of the profession o Mainta...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 9: Discounting, Cash Flow, Weighted Arithmetic Mean

find more resources at oneclass.com Module 9 FIN2106 - Duration o Duration is a measure of the effective maturity of a security Duration incorporates the timing and size of a securitys cash flows It shows the weighted aver...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 4: Dividend Imputation, Medicare (Australia)

FIN2106 Module 4 - Personal Tax Code o Tax = [(Assessable Income Allowable Deductions) x Tax Rate] + Medicare Levy + ML Surcharge Offsets and rebates - Assessable Income o Personal...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 7: Small Business, Terminal Illness, Australian Workplace Agreement

FIN2106 Module 7 - Introduction o Superannuation is a long term savings method to provide members with money to live on in retirement o As the population ages, there will be fewer people ...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 6: Growth Investing, Dividend Yield, Asset Allocation

FIN2106 Module 6 Investing o Investing is using money to make more money o Investment planning is usually the main focus of a financial plan o Common objectives with investing Future purchase of an asset Provide for depen...

FIN
FIN2106
Lujer Santacruz
FIN2106 Lecture Notes - Lecture 10: Intestacy, Centrelink, Yasser Arafat

FIN2106 Module 10 Estate planning o Three phases in life: Wealth creation Wealth protection Wealth succession o Estate planning involves organising your financial affairs so you can pass on your accumulated assets to your...

FIN
FIN2106
Lujer Santacruz
Permachart - Marketing Reference Guide: New York Stock Exchange, Nyse American, Market Trend

l e a r n • r e f e r e n c e • r e v i e w permacharts TM Stocks & Bonds WHAT IS A STOCK? WHAT IS A BOND? ...

Biology
BIOL2761
All Professors
Permachart - Marketing Reference Guide: Net Asset Value, Mutual Fund, U.S. Securities And Exchange Commission

l e a r n • r e f e r e n c e • r e v i e w permacharts TM Mutual Funds WHAT IS A MUTUAL FUND? PURCHASING & REDEE...

Biology
BIOL2721
All Professors

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