Tax Strategies in Financial Planning - ATAX0327

 
Faculty: Faculty of Law
 
   
 
Course Outline: See below
 
 
Campus: ATAX Campus
 
 
Career: Postgraduate
 
 
Units of Credit: 6
 
 
EFTSL: 0.125 (more info)
 
 
Contact Hours per Week: 0
 
 
Enrolment Requirements:
 
 
Restricted to students enrolled in Program 5540
 
 
Fee Band: 1 (more info)
 
 
Further Information: See Class Timetable
 
 

Description


This course provides a comprehensive and in depth study of the investment sectors and funding vehicles used in personal financial planning. It looks in detail at taxation of the investments most commonly used in financial planning and, in addition, looks at taxation of funding vehicles such as managed funds. Also, it looks in detail at taxation strategies used in financial planning for constructing portfolios of these investments.

It crtically examines the taxation of property, equity, structured and alternate investments in a financial planning environment and, also, taxation strategies for including these in a personal financial planning portfolio. That analysis includes such existing tax strategies as negative gearing.


Course Objectives


This course provides students with a comparison between the different taxation treatment of investments and funding vehicles used in financial planning that, in turn, can give rise to different investment strategies and portfolio construction in a personal financial planning environment. Students will acquire a good grounding in comparisons between the taxation of these investment strategies and funding vehicles.

Modes of Delivery


Flexible Learning

Assessment


Graduate Diploma in Advanced Taxation
Assignment 1 2000 words 20%
Assignment 2 2000 words 20%
Final Examination Open book 60%

Pass Requirements


  • 50 per cent or more of the total marks available in the course and
  • at least 40 per cent of the marks available for the final examination in the course.