Overview

This is an essential course for professionals involved in the provision of financial advice.  The course examines common strategies used in financial planning to achieve optimal after-tax outcomes for individuals.  After covering the interplay between taxation and financial planning, the course investigates specific tax concessions available to enhance the accumulation … For more content click the Read More button below.

Conditions for Enrolment

Prerequisite: (Enrolled in programs 5231, 5740, 7321, 8428, 9200, 9201, 9210, 9231, OR 9250 AND completed TABL5551 OR TABL5559 OR equivalent); OR enrolled in programs 9225, 9255, 9257 or 9260; OR enrolled in MNGTUS8625 academic plan.

Delivery

Multimodal - Standard (usually weekly or fortnightly)

Fees

Pre-2019 Handbook Editions

Access past handbook editions (2018 and prior)