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 7.5 hours per intensive class
Available for Study Abroad and Exchange: No
Available for Non-Award Study: Yes
Assumed Knowledge: CORPFIN 7005
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 tax accounting for business income, income tax issues for business, specific anti-avoidance issues for business, the tax issues on the acquisition of a business and the tax issues on the disposal of 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 principles of insurance and insurance as risk management tool in 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 09/08/2021 Wed 18/08/2021 Fri 17/09/2021 Fri 29/10/2021


Class Details

Enrolment Class: Seminar
Class Nbr Section Size Available Dates Days Time Location
21965 SE01 50 32 31 Jul - 31 Jul Saturday 9am - 4:30pm The Braggs, G60, Bragg Lecture Theatre
14 Aug - 14 Aug Saturday 9am - 4:30pm The Braggs, G60, Bragg Lecture Theatre
28 Aug - 28 Aug Saturday 9am - 4:30pm The Braggs, G60, Bragg Lecture Theatre
11 Sep - 11 Sep Saturday 9am - 4:30pm The Braggs, G60, Bragg Lecture Theatre
9 Oct - 9 Oct Saturday 9am - 4:30pm The Braggs, G60, Bragg Lecture Theatre
23 Oct - 23 Oct Saturday 9am - 4:30pm The Braggs, G60, Bragg Lecture Theatre
Note: This class is only available for face-to-face (on-campus) students.
28749 SEM0 50 31 This class does not have any timetabled face-to-face sessions. Please check MyUni or contact your Course Coordinator for details.
Note: This class is for offshore/interstate students only. Please refer to MyUni for details once enrolled.