Taxation Strategies in Financial Planning - TABL5527
Faculty: Australian School of Business
School: Australian School of Taxation and Business Law
Course Outline: TABL5527 Course Outline
Campus: Sydney
Career: Postgraduate
Units of Credit: 6
EFTSL: 0.12500 (more info)
Indicative Contact Hours per Week: 0
Enrolment Requirements:
Restricted to students enrolled in Program 5231, 5272, 5273, 5540, 5740, 7270, 7273, 9200, 9210, 9231, 9255, 9257, 9260, 9270, 9273, Streams ATAXBS9250, ATAXDS9250, ATAXFS9250
Equivalent: ATAX0427
Excluded: ATAX0327, ATAX0527
CSS Contribution Charge: 3 (more info)
Tuition Fee: See Tuition Fee Schedule
Further Information: See Class Timetable
View course information for previous years.
Description
Taxation concessions for superannuation are a tool used by Government to encourage retirement funding and this course investigates those concessions and how they can be efficiently applied in financial planning. In doing so it assumes a basic understanding of taxation of contributions, funds and benefits.
The course also investigates alternative taxation strategies that can be used in financial planning to fund retirement including negative gearing, use of the small business and the residential property tax concessions. It also covers taxation in the context of estate planning, and examines how taxation is critical to portfolio construction for superannuation funds and taxation strategies used for constructing portfolios.
The course also investigates alternative taxation strategies that can be used in financial planning to fund retirement including negative gearing, use of the small business and the residential property tax concessions. It also covers taxation in the context of estate planning, and examines how taxation is critical to portfolio construction for superannuation funds and taxation strategies used for constructing portfolios.
Study Levels
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