ATAX0327 Tax Strategies in Financial Planning

6 Units of Credit
Taxation & Business Law

Search Degrees

Find a degree or course

The online version of this course outline is not available, Please visit this page to view the relevant course outlines.

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.