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Area of Law
Author
Personal Financial Services Essentials for Lawyers

Personal Financial Services Essentials for Lawyers

Miller, M, 2017

Available Formats

Format ISBN Price
Book 9780409345889 $130.00
eBook 9780409345896 $130.00

Personal Financial Services Essentials for Lawyers is a unique book providing practical guidance to lawyers when undertaking financial planning dealings of their clients.

 

Format: Paperback

Description

Financial planning is an area which is becoming increasingly relevant to the legal profession. Encompassing aspects of property transactions, taxation, superannuation, insurance, aged care and estate planning, it is essential that lawyers working in these fields have knowledge of the fundamental elements which underly financial planning.

 

Personal Financial Services Essentials for Lawyers is an essential reference providing practical guidance to lawyers on where to start when it comes to matters that may affect the financial planning dealings of their clients, and to assist lawyers to know when to seek input from a financial planner.

 

The text combines an explanation of the legal basis for many areas of financial planning, with information and examples on how these are applied by financial planning professionals for their clients.

 

Features

• Clear and easy to understand
• Commentary from an expert in the field

 

Related Titles

Kenny, Blissenden & Vilios, Australian Tax 2017 Edition, 2016
Perkins & Monahan, Estate Planning: A Practical Guide for Estate and Financial Services Professional, 4th ed, 2015
Taylor, Financial Planning in Australia 2017 Essentials Edition, 2016

Author

Michael Miller (BCom, MBus, CERTIFIED FINANCIAL PLANNER®) is a financial planner and accredited mediator who has worked in the areas of superannuation and financial planning for over ten years. He has developed a niche in his practice of working closely with legal advisers in estate and family law matters, ensuring that advice and dispute resolution accounts for the impact on clients’ superannuation, risk management, social security and care needs.


Currently the principal at MLC Advice Canberra, he regularly contributes to articles on financial issues and has been published in a number of financial planning journals. He is also an expert panel member for the Financial Ombudsman Service, the major external dispute resolution body for the financial planning profession.

Table of Contents

1. Superannuation
2. Insurance
3. Social Security
4. Care and Accommodation for the Aged

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