Handbook

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 accumulation of private wealth.  The financial planning aspects of employment remuneration (e.g. Employee Share Plans and salary sacrifice arrangements) and estate taxation are also covered.

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.