Lexis Nexis Financial Planning in Australia: Advice and Wealth Management, 9th edition (eBook)
One Year Subscription Only Terms
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
Table of contents
The Financial Planning Environment
Ethics and Professionalism
Regulation and Compliance
The Client-Adviser Relationship
Constructing a Statement of Advice
Cash Flow and Budgeting
Securing and Managing Credit
Asset Allocation and Managing Risk
Investing in Shares
Investing in Fixed-Income Securities
Investing in Property and Collectables
Investing in Managed Funds
Investing in Superannuation
Taxation: An Overview for Financial Planners
Tax Strategies
Insurance – Life
Insurance – Income Protection, Health and General
Superannuation and Retirement
Social Security
Estate Planning – Core Principles and Practice
Keys to Successful Financial Planning
Appendix A – Time Value of Money
Appendix B – Present and Future Value Tables
