Specialisation

Major - Financial Planning and Taxation

Western Sydney University Major Code: MT2018.1


Related Courses

2783.1 Bachelor of Accounting

Available to students in other Western Sydney University Courses : NO


The Financial Planning and Taxation Major is available to participants enrolled in the Bachelor of Accounting. The specialised units in this major analyse contemporary issues relevant to financial planning and taxation using case studies and discussion. The major is designed to meet the requirements for admission to the CFP program of the Financial Planning Association (FPA) for those seeking a career in that profession. This major satisfies the accreditation requirements of the Financial Planning Association (FPA). Completion of this major also meets the RG146 generic knowledge requirements, specialist knowledge requirements and skills requirements as they currently stand. Details regarding these requirements can be found on the 2783.1 Bachelor of Accounting page. Completion of this major satisfies the tertiary education requirements to register as a Tax (Financial) Adviser and a Tax Agent with the Tax Practitioners Board (TPB) (pending completion of certain electives), subject to relevant work experience. Details regarding these requirements can be found on the 2783.1 Bachelor of Accounting page.


Major Structure

Qualification for the major requires the successful completion of the eight units (80 credit points) below. The first unit listed is a core unit in 2783 Bachelor of Accounting. Students who select this major will have one elective remaining in their course.

200187 Taxation Law
200272 Insurance Advising - Theory and Practice
200265 Personal Asset Management
200627 Financial Planning
200271 Financial Services Law
200899 Retirement and Succession Planning
200900 Self-Managed Superannuation and Trusts
200186 Advanced Taxation Law

Recommended Sequence

Full-time

Year 1

Autumn session

200101 Accounting Information for Managers
200909 Enterprise Law
200525 Principles of Economics

Choose one of

200032 Statistics for Business
200052 Introduction to Economic Methods

Spring session

200111 Financial Accounting Applications
200488 Corporate Financial Management
200183 Law of Business Organisations
200116 Management Accounting Fundamentals

Year 2

Autumn session

200536 Intermediate Financial Accounting
200108 Contemporary Management Accounting
200187 Taxation Law
200272 Insurance Advising - Theory and Practice

Spring session

200534 Accounting Information Systems
200109 Corporate Accounting Systems
200265 Personal Asset Management
200899 Retirement and Succession Planning

Year 3

Autumn session

200267 Advanced Accounting
200535 Auditing and Assurance Services
200186 Advanced Taxation Law
200271 Financial Services Law

Spring session

200118 The Accountant as a Consultant
200627 Financial Planning
200900 Self-Managed Superannuation and Trusts

And one elective

Part-time

Year 1

Autumn session

200101 Accounting Information for Managers
200909 Enterprise Law

Spring session

200525 Principles of Economics

Choose one of

200032 Statistics for Business
200052 Introduction to Economic Methods

Year 2

Autumn session

200111 Financial Accounting Applications
200116 Management Accounting Fundamentals

Spring session

200488 Corporate Financial Management
200183 Law of Business Organisations

Year 3

Autumn session

200536 Intermediate Financial Accounting
200108 Contemporary Management Accounting

Spring session

200187 Taxation Law
200272 Insurance Advising - Theory and Practice

Year 4

Autumn session

200534 Accounting Information Systems
200265 Personal Asset Management

Spring session

200109 Corporate Accounting Systems
200899 Retirement and Succession Planning

Year 5

Autumn session

200267 Advanced Accounting
200186 Advanced Taxation Law

Spring session

200535 Auditing and Assurance Services
200271 Financial Services Law

Year 6

Autumn session

200118 The Accountant as a Consultant
200627 Financial Planning

Spring session

200900 Self-Managed Superannuation and Trusts

And one elective



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