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Changes in the Financial Planning Environment online course

The aim of this short course is to provide an overview of the key changes in the financial planning environment. Over the past year, several fundamental tax and legislative changes become effective, these are discussed and analysed in this course.

The course is aimed at enhancing the knowledge and application skills of financial planning students, financial planners, professional advisers and fiduciary practitioners who have knowledge of the various taxes and legislation relevant in the financial planning environment.

Once you have successfully completed this course, you will be able to:
  1. Discuss recent changes to the deduction for retirement fund contributions.
  2. Analyse the operation of Section 11F of the Income Tax Act to a set of facts to determine the allowed deduction.
  3. Apply knowledge of the new estate duty rates and analyse its impact in relation to life insurance.
  4. Explain how recent changes affect the accrual claim and cash shortfall.
  5. Discuss recent changes to the Master’s fees and the impact of VAT changes in relation to the executor’s remuneration chargeable in an estate.

Online course details

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