Overview

This course examines common strategies used in financial planning to achieve optimal after-tax outcomes.  After covering the general role of taxation in financial planning, the course then investigates specific strategies (e.g. superannuation, negative gearing, residential housing, dividend imputation, and small business CGT concessions) that can be implemented to enhance the … For more content click the Read More button below. The course content includes relevance of financial planning, superannuation tax concessions, negative gearing and personal residence taxation concessions, tax aware investment management and portfolio construction, use of small business concessions in financial planning and employee remuneration planning. 

Conditions for Enrolment

Prerequisite: Enrolled in programs 5231, 5740, 7321, 8428, 9200, 9201, 9210, 9231, 9250 and completed TABL5551 or equivalent; OR programs 5540, 9225, 9255, 9257, 9260; OR enrolment in MNGTUS Law specialisation

Delivery

Fully online -
Multimodal - Standard (usually weekly or fortnightly)

Pre-2019 Handbook Editions

Access past handbook editions (2018 and prior)