The South African Financial Planning Handbook 2011

The South African Financial Planning Handbook is the most comprehensive work on financial planning in South Africa.

It contains the latest changes to legislation and best practice in the financial planning industry and serves as both a post-graduate student textbook and professional reference tool. The table of cases and table of statutes complete this book as the pre-eminent reference work for all financial planners, legal advisors, accountants, managers, compliance officers and academics.

How does it differ from the 2010 edition? 
This annual best seller is completely revised and updated each year.
This edition:

  • contains all the information on the significant changes to the taxation of company owned policies
  • takes into account the Taxation Laws Amendment Act of 2010.

Section 1  Principles and Practices of Financial Planning

  • Principles and practices of financial planning
  • The regulatory environment
  • The Policyholder Protection Rules and the Financial Advisory and Intermediary Services Act
  • Counter-money laundering
  • The law of contract for financial planners
  • Personal financial management
  • The time value of money

 

Section 2  Insurance Planning and Risk management

  • Risk management
  • Principles of insurance law for financial planners
  • Long-term insurance
  • Short-term insurance
  • Healthcare

 

Section 3  Tax Planning

  • Income Tax
  • Capital gains tax
  • Donations tax, transfer duty and VAT
  • Estate duty

 

Section 4  Investment Planning

  • Behavioural finance
  • Economics
  • Investment planning

 

Section 5  Estate Planning 

  • The law of succession
  • Marriage and matrimonial property law
  • The law and taxation of trusts
  • The administration of estates
  • Estate planning


Section 6  Retirement Planning

  • Individual retirement planning
  • Employee benefits


Section 7  Business Planning

  • Business entities
  • Business insurance
  • Interpretation of financial statements

 

Section 8  Integrated Financial Planning

  • Integrated financial planning

 

Appendix 1 Tables for the valuation of limited interests

Appendix 2 The a(55) life mortality tables

Table of Cases

Table of Statutes

Index

"What makes this book the most comprehensive financial planning textbook in South Africa is not only the information on the core financial planning components but also the information topics like behavioural finance, health benefits and employee benefits."
Wessel Oosthuizen CFP® PDFP, B. Proc, LL B, LL M, Director: Centre for Financial Planning Law, University of the Free State

"This book should be on the bookshelf of every financial planner - and it should be well-thumbed."
Bruce Cameron - Personal Finance

"This edition of The SA Financial Planning Handbook lives up to the reputation of the previous editions of being the single most comprehensive piece of reference material for the financial planning profession. If you are a student or practitioner, this book will stimulate and guide you on all aspects of financial planning and should form part of every financial planner’s library. The contributions by the authors, with their extensive knowledge in the fi eld, have ensured that anyone undertaking studies or working in the financial planning industry, has access to the most up to date information in this annual publication." 
Godfrey Nti, Chief Executive Officer Financial Planning Institute of SA