University Course Planner The University of Adelaide Australia

CORPFIN 6003 - Tax, Estate and Wealth Planning

Career: Postgraduate Coursework
Units: 3
Term: Semester 2
Campus: North Terrace
Contact: Up to 3 hours per week
Available for Study Abroad and Exchange: No
Available for Non-Award Study: Yes
Assumed Knowledge: CORPFIN 7005
Incompatible: CORPFIN 3003
Assessment: Exam and assignments as prescribed at first lecture
Syllabus:

This course covers tax planning generally and also business tax planning, and estate and wealth planning. The tax planning section focuses on an overview of the Australian tax system and tax planning principles, taxation of employee remuneration, taxation of investment income, taxation of investment structures, and international taxation. As well as providing students with knowledge of fundamental concepts of Australian income tax law and basic tax planning principles, specific strategies for tax planning are covered for each of these topics. The business tax planning section covers income tax issues for business, specific anti-avoidance issues for business entities, and tax issues in buying and selling a business. The estate planning section deals with the process of planning and implementing the orderly transfer of a person's wealth in the event of their death for the benefit of their intended beneficiaries. This section focuses on what are estate and non-estate assets, estate planning objectives, strategies to achieve objectives, specific strategies for estate planning, taxation issues relating to deceased estates and the estate administration process. The wealth planning section focuses on superannuation and insurance in building and protecting wealth.

Course Fees

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Student Status

Domestic
International

What type of place are you studying in

Commonwealth supported
Full fee paying

Study Level

Undergraduate
Postgraduate Coursework
Non Award

Program of Study

Study Abroad student tuition fees are available here

Only some Postgraduate Coursework programs are available as Commonwealth Supported. Please check your program for specific fee information

Units
EFTSL
Amount
3
0.125
          
  


Course Outline

A Course Outline which includes Learning Outcomes, Learning Resources, Learning & Teaching for this course may be accessed here


Critical Dates

Term Last Day to Add Online Census Date Last Day to WNF Last Day to WF
Semester 2 Mon 08/08/2022 Wed 17/08/2022 Fri 16/09/2022 Fri 28/10/2022


Class Details

Enrolment Class: Seminar
Class Nbr Section Size Available Dates Days Time Location
21367 SE01 40 11 26 Jul - 13 Sep Tuesday 10am - 1pm Napier, G03, Lecture Theatre
4 Oct - 1 Nov Tuesday 10am - 1pm Napier, G03, Lecture Theatre
29659 SE02 40 1 26 Jul - 13 Sep Tuesday 10am - 1pm MyUni, OL, Online Class
4 Oct - 1 Nov Tuesday 10am - 1pm MyUni, OL, Online Class
Note: This class is for offshore/interstate students only. Please refer to MyUni for details once enrolled.