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Knowledge Centre's Online Library Home Business Forum Essential Extras Search Our Collection Major Subject Areas and Topics of Interest Knowledge Guides International and Australian Articles About the Knowledge Centre

Financial planning
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What will I find in this gateway?

A list of, or links to, general resources aimed at keeping you informed about developments in the major subject area of financial planning.  These include:

What will I not find in this gateway?

Key books

These are general texts that have proven popular with members. In many cases multiple copies of the most recent edition will be held, along with select earlier editions. To borrow any of these items contact us on 1800 809 828 or knowledge@charteredaccountants.com.au 

  • 2007, Key observations: a forum on the financial planning industry The Institute of Chartered Accountants in Australia, Sydney
  • Banister, P M, Australian financial planning handbook Thomson Lawbook Co., Pyrmont, NSW*
  • CCH Australia Limited, Australian master financial planning guide CCH, Sydney*
  • Maister, D & Green, C 2000, The trusted advisor, The Free Press, New York
  • Taylor, S & Juchau, R 2005, Financial planning in Australia LexisNexis Butterworths, Sydney.
* Latest edition purchased

Key journals

The Knowledge Centre in Sydney holds the following journals in hard copy format. You may visit in person and browse the journals or photocopy specific articles. Some journals are reviewed (R) by the Knowledge Centre team and key articles are summarised and included in our online catalogue. Members, candidates and affiliated individuals can request photocopies of the full text of these articles.

(R)=Reviewed by Knowledge Centre staff, article summaries included in online catalogue
  • Charter (R)
  • Financial Planning (R)
  • IFA
  • JASSA (R).


Key audio visual items

  • Chartered Accountants Business in Focus series A monthly DVD covering a range of business management and general interest presentations
  • The Accountants’ Education Channel Comprises a monthly DVD, together with an online database of supporting technical pages and study guides which are distributed over the web. Very popular for maintaining CPE points.

Online services: available to members and candidates via the website

  • Business Source Corporate by EBSCO Contains over 22,000 titles ranging from general business journals to specific accounting research publications, industry profiles, country reports, company profiles, market research reports and other sources.
  • Australia / NZ Reference Centre by EBSCO Contains full text from over 900 leading Australian and New Zealand newspapers and magazines, as well as biographies and electronic images.

Online services: available to members and candidates via Knowledge centre team

  • Financial Services by LexisNexis The work addresses the main issues confronting the financial services industry under the financial services legislative framework, including uniform system of regulation for financial products; single licensing framework for providers of financial service; and minimum standards of conduct for dealing with retail clients including specific disclosure requirements. Relevant legislation and ASIC policy statements are included and extensively cross-referenced within the commentary. Other industry specific matters are also addressed within this work.
Contact us to request a search of any of these services.

Knowledge guides

Knowledge guides are created by the Knowledge Centre team to inform members,candidates and affiliated individuals of resources available covering a range of specialist topics. The Knowledge guides are produced on a regular basis, so please watch the Institute’s website for further information.

Knowledge guides are presently available in the following areas:

Institute Content

  • Analysis of AASB Standards The Institute's Reporting and Assurance team monitors the work of the AASB and IASB to ensure members and candidates are aware of the latest developments in accounting standard setting. Its financial reporting section provides commentary on the AASB standards including a summary of each standard, developments, key differences and history, the standards compared to the International Financial Reporting Standards (IFRS), interpretations, rejection notices, questions and answers and relevant articles. More>
  • The Institute’s Members’ Handbook Includes standards, commentary and worked examples. The online Members’ Handbook contains the most up to date material.
  • The Institute's Training and Development team The Institute’s Training and Development team runs a huge number of events throughout the year. Check the training and development area on a regular basis to find out what’s on in your area. More>
  • Chartered Accountants Live Online Training Chartered Accountants Live Online Training is an exciting breakthrough enabling busy professionals to meet their ongoing training requirements in an effective and engaging way. More>


Last updated: 22nd May 2008