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Financial Calculations and Worksheets 5ed

Financial Calculations and Worksheets provides step-by-step guidance on how to do complex financial calculations including tax, retirement, assurance and estate planning calculations.

Publication Language: English
eBook
R430.00
R365.50
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ISBN/ISSN: 9781776175956

Product description

Financial Calculations and Worksheets provides step-by-step guidance on how to do complex financial calculations including tax, retirement, assurance and estate planning calculations.

This invaluable work is a go-to resource for financial planners, featuring clear explanations and practical examples of various calculations they encounter. Part A offers worksheets and examples, while Part B provides essential tax tables, compound interest tables, tax rates, and formulae to complete the calculations. The A4 format allows users to work directly on the worksheets, conveniently cross-referenced with the relevant tables in Part B. From compound interest to income tax, retirement planning, and estate planning, this book covers a wide range of calculations, offering rates, tables, and formulae. New worksheets on topics like the two-pot system for retirement funds, life assurance policies, capital gains tax, cash shortfall/surplus on retirement date, and the use of "discretionary" capital after retirement have been introduced. An essential resource for every professional financial planner.

Published in June 2023, it is available in print and ebook format.

 

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Table of contents

Part A - Examples

Compound interest calculations

Income tax calculations

Part A - Worksheets

Compound interest calculations

Retirement planning calculations

Taxation of lump sum benefits from retirement funds

Investment calculations

Estate planning

Estate duty calculations

Calculations relating to matrimonial property regimes

Capital gains tax calculations

Income tax calculations

Business insurance calculations

Part B - Tables, Rates and Formulae