Applied Financial Planning

Course aim

To provide students with a solid understanding of the key issues and factors that impact on the selection of financial and investment strategies for personal investors. To recognise the importance of long-term financial and investment planning for the maintenance of and improvement to the investor’s lifestyle.

Course content

The financial planning process and professional, moral and regulatory requirements. Income and capital gains tax considerations for investments and financing. Asset classes, diversification, tactical and strategic investment considerations. Issues surrounding the establishment, administration, contributions and investments for superannuation funds including self managed superannuation funds. Investment structuring and tax planning considerations for investments and financing. Retirement planning including income streams and estate planning considerations. Preparation of Statement of Advice (SOA) including ‘fact finding’ of information and recommendations.

Textbook(s)

Taylor, S & Juchau, R 2015, Financial Planning in Australia: Advice and Wealth Management, 7th edn, LexisNexis Australia, Sydney

Prerequisite(s)

Common to all relevant programs
Subject Area & Catalogue Number	Course Name
BANK 2008	Financial Planning and Personal Finance

Corequisite(s)

Nil

Teaching method

Component	Duration
INTERNAL, CITY WEST
Lecture	1.5 hours x 10 weeks
Tutorial	2 hours x 10 weeks
EXTERNAL, CITY WEST, DISTANCE EDUCATION
External	N/A x 10 weeks

Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.

Assessment

Examination, Statement of Advice

Fees

EFTSL*: 0.125
Commonwealth Supported program (Band 3)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
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Fee-paying program for domestic and international students
International students and students undertaking this course as part of a postgraduate fee paying program must refer to the relevant program home page to determine the cost for undertaking this course.

Non-award enrolment
Non-award tuition fees are set by the university. To determine the cost of this course, go to:
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Not all courses are available on all of the above bases, and students must check to ensure that they are permitted to enrol in a particular course.

* Equivalent Full Time Study Load. Please note: all EFTSL values are published and calculated at ten decimal places. Values are displayed to three decimal places for ease of interpretation.