OverviewAbout this course
This Taxation Planning microcredential qualification consists of one subject of study and runs for 12 weeks. You can choose to study online or face-to-face. In this short course, you'll gain essential skills and knowledge about the Australian taxation system and its rules and regulations, with a focus on personal and business income tax. You'll also consider taxation strategies and learn how this is communicated to clients. Take part in projects and case studies and apply your knowledge to a range of scenarios. Have the opportunity to hear from industry experts who will enhance your learning by providing first-hand insights and information.
This course is an excellent place to start if you're looking to further your studies with the Graduate Diploma of Financial Planning. Graduates of this taxation planning course can receive one subject credit when they go on to study the Graduate Diploma.
OutcomesWhat you'll gain
Learning outcomes
Through a mixture of theory and practical course work, learn to:
Explain the key elements of the Australian taxation system
Research and critically evaluate changes in taxation law
Apply advanced research and analytical skills to solve complex tax problems
Effectively communicate the appropriate application of taxation law
Evaluate and recommend taxation strategies to develop comprehensive client solutions
Course outcomes
Develop specialist skills to gain an advantage in the job market
A nationally recognised higher education microcredential qualification
Skills and knowledge about the Australian taxation system and the ability to apply your knowledge to real world scenarios
The confidence to provide financial advice to a range of clients
Eligibility to register to the Tax Practitioners Board as tax (financial) adviser and a member of the Financial Advice Association Australia (FAAA)
Recognition of prior learning for the Graduate Diploma of Financial Planning. The 1 subject studied in the microcredential will be recognised and credited towards the Graduate Diploma of Financial Planning qualification, with a fee-deduction
For existing advisers or those attaining the Professional Year (PY), a Continuing Professional Development (CPD) certificate will be provided upon successful completion of this subject. Please check with your licensee on the CPD policy requirements
SuitabilityIs this course right for you?
Entry requirements
This course requires evidence of previous experience or study before you can enrol
You must demonstrate that you have achieved one of the following:
Hold a diploma or advanced diploma in financial planning and are currently practicing financial planning or
Hold a bachelor's degree in any discipline (including financial services degrees not on the Financial Adviser Standards (FAS) approved list (https://fas.treasury.gov.au/))
Note:
Your certificates, transcripts and other entry requirement evidence must be certified through a Justice of the Peace or other authorising officer
Please ensure to attach all evidence when applying for this course to demonstrate the minimum entry requirements and for ease of the enrolment process.
Completion requirements
During your study you’ll need to provide your teacher with the following evidence:
Entry recommendations
To be prepared for this course, we recommend that you have:
A high commitment and application to this specialised area
A problem solving and analytical mindset
An interest in taxation, finance and numbers
An interest in helping others
Checked the requirements set by the Australian Government Treasury’s Financial Adviser Standards
You do not require an ATAR score for entry into this course.
If you are unable to meet the entry requirements, you may be eligible for special admission.
Please continue with your application and you will be guided to identify as mature aged (at least 21 years old in your first year of study) or disadvantaged (disability, serious or chronic illness, interrupted education, lack of support for study, serious personal problems and/or serious family responsibilities). Please contact us to find out more.
TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.
PathwaysFuture career and study options
Career pathways
Our graduates go onto roles like: associate financial adviser, tax (financial) adviser and specialised roles in the tax sector.
Licensing
This microcredential meets the minimum education requirements in taxation planning for financial planners according to the Financial Adviser Standards (FAS) set by the Australian Government Treasury (formerly known as Financial Adviser Standards and Ethics Authority [FASEA]). It is an accredited subject with FAS as a subject in the Graduate Diploma of Financial Planning course. Visit the FAS website for more information. After completing this course, you may be eligible to register to the Tax Practitioners Board as tax (financial) adviser and a member of the Financial Advice Association Australia (FAAA), if all other requirements are met.
Study pathways
Take your study further with other courses offered at TAFE NSW:
Previous study1 Course
Alternative pathways into this course
Further study1 Course
Advance your skills to take your career to the next level
Related study6 Courses
Strengthen your expertise and expand your employability
- Ethics and Professional Standards for Financial Planners FASEA bridging course
- Behavioural Finance for Financial Planners FASEA bridging course
- Commercial and Corporations Law for Financial Planners FASEA bridging course
- Investment Planning
- Insurance and Superannuation
- Retirement and Estate Planning
Your experience counts
At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful, you'll achieve your qualification faster.
This tertiary microcredential provides a direct credit for the equivalent subject in the Graduate Diploma of Financial Planning.
SubjectsSubjects in this course
In this course, you will complete 1 core subject.
Core Subjects
Elective Subjects
TAFE NSW servicesFacilities and support
TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.
TAFE NSW Disability Support Service
TAFE NSW Language, Literacy and Numeracy (LLN) support
TAFE NSW Aboriginal Support; Learner support (ABE)
TAFE NSW Careers, Counselling and Pathways Service
TAFE NSW Libraries
Scholarship programs – be supported as you explore your talents and fulfil your potential
Read&Write literacy and study support software is available free for all TAFE NSW students to use while studying on campus and at home
LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills
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