Information advisers can rely on

By Janice Roberts

LexisNexis publishes an extensive range of financial services, tax and trust publications. Content includes legislation, commentary and case law.

The Financial Services suite of products cover subject areas such as pensions, wills, trusts and estates and boasts the most comprehensive collection available. LexisNexis are currently running a 20% discount special on all Financial Annuals.

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The LexisNexis wide range of titles includes:

South African Financial Planning Handbook 2019

This work is widely regarded as the pre-eminent reference work for all financial planners, legal advisors, compliance officers and academics. It is prescribed for various post graduate qualifications in financial planning. It includes:

  • commentary on all aspects of financial planning;
  • references to relevant legislation and cases;
  • alerts to important clauses in legislation;
  • tables which collate and simplify information; and
  • relevant examples enabling the reader to apply the information in a practical context.

Fundamentals of Financial Planning 2019

This work is an excellent reference work for anyone embarking on a career in financial planning as it covers all aspects of financial planning. It is the prescribed work for numerous undergraduate courses in financial planning. It is written in a practical, outcomes-based format.

Financial Calculations and Worksheets 2018

This work contains explanations and worked examples of various compound interest calculations encountered by financial planners. It also includes practical worksheets in A4 format on income tax, retirement planning and estate planning calculations, as well as rates, tables and formulae. Every professional financial planner should have a copy.

Corporate and Personal Financial Planning 2019

Practical and informative, this publication provides the tax and financial planner with all the essentials for corporate and personal financial planning. It contains a comprehensive commentary on taxation of individuals, trusts and deceased estates, donations tax, estate duty and CGT, long-term insurance, retirement funds and disability benefits. There are numerous worked examples, concise summaries and extracts of all relevant legislation, including extracts from the Income Tax, Estate Duty, Pensions Funds and Long-term Insurance Acts, as well as Practice Notes. applicable to retirement funds, for quick and easy referencing.

Money Laundering and Terror Financing: Law and Compliance in South Africa 2019

A practical guide to the legislation around the prevention of money laundering, organized crime and protection against terror financing. This affordable textbook is ideal as a training manual for banks, financial institutions and people involved in the enforcement of anti-money laundering and terrorist activity. It includes commentary, all the relevant legislation, FIC guidance notes and FATF recommendations.

Essentials of Retirement Fund Management 2019

An essential guide for trustees of retirement funds, this work was originally developed from retirement fund training course material. It offers easy reference material and the style of writing and presentation appeals to all levels of trustees. It covers everything from the duties and responsibilities of trustees to investment performance surveys and financial and investment principles without going into any great depth on investments. It includes the full text of the Pension Funds Act and regulations. Updated when legislation changes.

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