Income Tax and Investments online course
The purpose of this course is to enable the financial planner to understand the impact that taxation has on the choice of suitable investment vehicle for a client’s discretionary investment needs. The comparison of various discretionary investment vehicle options that is provided in this study guide looks at aspects such as income tax, capital gains tax and dividend withholding tax and the examples given provide illustrations of the impact of taxation on investment returns.
Once you have successfully completed this course, you will be able to:
- Explain the tax implications of investments in different investment vehicles.
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