Tax, Estate and Wealth Planning

Postgraduate | 2026

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Mode
Mode
Your studies will be on-campus, and may include some online delivery
On campus
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Area/Catalogue
BAFI 6020
Course ID icon
Course ID
205346
Campus icon
Campus
Adelaide City Campus East
Level of study
Level of study
Postgraduate
Unit value icon
Unit value
6
Course owner
Course owner
School of Accounting and Fin
Course coordinator
Course coordinator
Mark Evans
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Course level
6
Work Integrated Learning course
Work Integrated Learning course
No
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Inbound study abroad and exchange
Inbound study abroad and exchange
The fee you pay will depend on the number and type of courses you study.
Yes
University-wide elective icon
University-wide elective course
Yes
Single course enrollment
Single course enrolment
Yes

Course overview

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 learning outcomes

  • Apply the fundamental concepts of Australian income tax law, tax planning, and estate and wealth planning to make informed financial decisions
  • Apply critical thinking and problem solving skills to resolve income tax, tax planning, and estate and wealth planning issues
  • Communicate effectively orally income tax information and solutions to income tax, tax planning, and estate and wealth planning issues
  • Communicate effectively in writing income tax information and solutions to income tax, tax planning, and estate and wealth planning issues
  • Demonstrate how to use documentation for estate planning both in a legal and administrative context, and the consequences of non-compliance
  • Apply strategies used in estate planning, in the interaction of superannuation with estate planning and in the taxation of deceased estates

Availability

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Census date
Fri 27/03/2026
Enrol by date
Enrol by date
Fri 13/03/2026
Last day to W
Last day to W
Fri 10/04/2026
Last day to WF
Last day to WF
Fri 08/05/2026

Class details

Adelaide City Campus East

Class number
Class number 20770
Section
Section SE01
Size
Size 60
Available
Available 56
Dates Days Time Campus Location Instructor
26 Feb - 16 Apr Thursday 10:10am - 1pm Adelaide City Campus East Ligertwood, 333
7 May - 4 Jun Thursday 10:10am - 1pm Adelaide City Campus East Ligertwood, 333

Prerequisite(s)

N/A

Corequisite(s)

N/A

Antirequisite(s)

  • Must not have completed CORPFIN6003 Tax, Estate and Wealth Planning at the University of Adelaide

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