Taxation Strategies in Financial Planning - TABL5527

Faculty: UNSW Business School

School: 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 in 5231,5273,5540,5740,7273,8428,9200,9210,9231,9255,9257,9260,9273, TABLBS9250,TABLDS9250,TABLIS9250,TABLFS9250. Students in 5231, 5740, 8428, 9200, 9210, 9231 must complete TABL5551orTABL5901 or equivalent before enroling.

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.


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.
Library building

Study Levels

UNSW Quick Links