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.

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.

Flexible Learning