What will I find in this gateway?
General resources aimed at keeping you informed
about developments in the major subject area of financial
planning. These include:
Books
These are general books 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, or search our catalogue for access to the collection.
- 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
Journals available in the Knowledge Centre
The Knowledge Centre has a collection of over 90 Australian and international journal titles. You may visit in person and browse the journals or photocopy specific articles. Australian journal articles of interest are summarised, and included in our online
catalogue.
- Charter
- Financial Planning
- Intax
- JASSA
- National Accountant
Journals available online
Articles from the following journals can be accessed through the EBSCO Business Source Corporate database. For assistance in searching this database, and setting up monthly alerts for specific journal titles please contact the Knowledge Centre.
- Journal of Financial Planning. US. A forum for the free exchange of ideas, facts and information relevant to the financial planning profession.
- Financial Services Review. U.S.
Covers research that examines individual behaviour in terms of financial planning and services.
CD and DVD resources
- 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 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.
- Knowledge Centre's Online Catalogue The Knowledge Centre catalogue contains books, conference papers and articles on subjects ranging from general business, through to taxation, accounting, auditing and management. Click here to search this catalogue and request items via email.
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. These Knowledge Guides are created and updated on a regular basis.
Knowledge guides are presently available in the following areas:
Institute Content
External websites
The following are key websites that may be of assistance.
Last updated: 04 August 2009
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