Planning for Financial Success

$110 Limited GST free / $99
Planning for Financial Success

<p>Even though Google answers a lot of your questions, you still need to master the basics of tax, superannuation, investments, insurance and borrowing arrangements in order to shape your balance

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Even though Google answers a lot of your questions, you still need to master the basics of tax, superannuation, investments, insurance and borrowing arrangements in order to shape your balance sheet and profit and loss account to achieve your personal and business goals. Due to the complex interactions of these topics, you are either too confused to take actions or making unconscious mistakes which you may regret in future. This introductory course provides a comprehensive knowledge base setting you up to manage your personal and business finances successfully.


COURSE OUTLINE

  • Your family’s Profit and Loss Account and Balance Sheet – how do you construct them? When and how do you expand/contract them?
  • Tax and legal comparative study – on sole trader, partnership, company, trust, super fund and pension fund.
  • Overview of the Australian superannuation system – how to you make the most of it?
  • The Circle of Safety – how do you seek efficient covers for early death, disability, income protection and critical illnesses? What is the most efficient way in passing down your hard-earned assets to your children and grandchildren, or charities?
  • The basics of wealth building – what are your options in building wealth? How do you do research online?


PLANNED LEARNING OUTCOMES
By the end of this course, students should be able to:

  1. Acquire the basics of financial intelligence in managing your life and business journey.
  2. Identify, explain and apply various tax and super effective strategies.
  3. Implement an effective superannuation and investment plan for a fulfilling lifestyle.