Taxation of securities and managed investments
About our taxation of securities and managed investments course
Tax should be one of many aspects you factor in when providing advice in securities and managed investments.
An investment in securities carries with it taxation implications, and any earnings made from securities – income or capital gain – are taxable. Investors who own shares, for example, benefit from the dividend imputation system, and certain expenses incurred in earning taxable income from securities can also be claimed. As an adviser, you should have a broad understanding of how securities are taxed and therefore tax implications for your clients.
We examine primary tax issues associated with investing in various financial products – including crypto.
Program Content
Learning Outcomes
What you will learn
- The importance of considering taxation when investing in securities, managed investments and crypto
- Taxation implications of dividends from shares, other types of securities, and crypto
- How the dividend imputation system works
- How to calculate the tax payable on dividends, after adjusting for imputation
- Various considerations an adviser must take into account when advising a client on taxation issues applying to securities and managed investments
- How capital gains tax applies to shares, other types of securities, and crypto
Who is this course for?
Units of Competency
Pre-requisite
Recognition of Prior Learning
Certification
You will be awarded a Certificate of Completion. It will be available online for you to download and print immediately.
ASIC-supervised licensees: RG146 Securities & Managed Investments
