Commonwealth coat of arms of Australia

 

Corporations (Relevant Providers—Education and Training Standards) Amendment (2024 Measures No. 2) Determination 2024

I, Stephen Jones, Assistant Treasurer and Minister for Financial Services, being satisfied of the matters set out in subsections 921B(7) and 921BB(2) of the Corporations Act 2001, make the following determination.

Dated   23 May 2024

 

Stephen Jones

Assistant Treasurer

Minister for Financial Services

 

 

 

Contents

1  Name 

2  Commencement

3  Authority

4  Schedules

Schedule 1—Approved degrees and qualifications

Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2021

Schedule 2—Amendments to the transitional arrangements for relevant providers who provide tax (financial) advice services

Corporations (Relevant Providers—Education and Training Standards) Determination 2021

Schedule 3—Course updates

Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2021

 

1  Name

  This instrument is the Corporations (Relevant Providers—Education and Training Standards) Amendment (2024 Measures No. 2) Determination 2024.

2  Commencement

 (1) Each provision of this instrument specified in column 1 of the table commences, or is taken to have commenced, in accordance with column 2 of the table. Any other statement in column 2 has effect according to its terms.

 

Commencement information

Column 1

Column 2

Column 3

Provisions

Commencement

Date/Details

1.  The whole of this instrument

The day after this instrument is registered.

 

Note: This table relates only to the provisions of this instrument as originally made. It will not be amended to deal with any later amendments of this instrument.

 (2) Any information in column 3 of the table is not part of this instrument. Information may be inserted in this column, or information in it may be edited, in any published version of this instrument.

3  Authority

  This instrument is made under the Corporations Act 2001.

4  Schedules

  Each instrument that is specified in a Schedule to this instrument is amended or repealed as set out in the applicable items in the Schedule concerned, and any other item in a Schedule to this instrument has effect according to its terms.

Schedule 1—Approved degrees and qualifications

 

Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2021

1  Subsection 6(1)

Omit “paragraph 921B(2)(a)”, substitute “subparagraph 921B(2)(a)(i)”.

2  Subsection 6(2)

Omit “The approval of a degree or qualification under subsection (1) for a relevant provider is subject to the following conditions being satisfied:”, substitute “Under subsection 921B(6) of the Act, each of the following conditions, for which a person must satisfy in relation to completing an approved degree or qualification, is approved for the purposes of subparagraph 921B(2)(a)(ii) of the Act:”.

3  Paragraph 6(2)(a)

Omit “relevant provider”, substitute “person”.

4  Subsection 6(2) (note 1)

Repeal the note.

5  After subsection 6(2)

Insert:

 (2A) Under subsection 921B(6) of the Act, each of the following ways for satisfying the conditions approved under subsection (2) of this instrument for completing an approved degree or qualification is approved for the purposes of subparagraph 921B(2)(a)(ii) of the Act:

 (a) the person has one or more academic transcripts, issued by the provider of the approved degree or qualification, which demonstrates that the person has met each of the approved conditions in relation to that approved degree or qualification;

 (b) the person has one or more statements, issued by the provider of the approved degree or qualification, confirming that the person has met each of the approved conditions in relation to that approved degree or qualification.

6  Subsection 6(3)

Omit “Schedule 2 is approved”, substitute “Schedule 1 is approved”.

7  Subsection 6(3)

Omit “relevant provider” (wherever occurring), substitute “person”.

8  Subsection 6(3)

Omit “Schedule 2 offered”, substitute “Schedule 1 offered”.

Schedule 2—Amendments to the transitional arrangements for relevant providers who provide tax (financial) advice services

 

Corporations (Relevant Providers—Education and Training Standards) Determination 2021

1  Section 3170

Repeal section, substitute:

3-170  Transitional—relevant providers who are registered tax (financial) advisers on 31 December 2021

  The requirements in Division 3 of Part 3 of this instrument do not apply to a person that is, or is to be, a relevant provider if the person was a registered tax (financial) adviser under subsection 20‑5(1) of the Tax Agent Services Act 2009 as in force immediately before 1 January 2022.

2  Paragraph 3171(1)(a)

Repeal the paragraph, substitute:

 (a) the person is, or is to be, a relevant provider; and

3  Section 3172 (Heading)

Omit “on 31 December 2021”.

4  Paragraph 3-172(1)(a)

Repeal the paragraph, substitute:

 (a) the person is, or is to be, a relevant provider; and

Schedule 3—Course updates

 

Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2021

1  Schedule 1 (table items 1 to 6)

Repeal the table items, substitute:

 

1

Each of the following:

(a) Bachelor of Property (Financial Planning);

(b) Bachelor of Accounting (Financial Planning);

(c) Bachelor of Business (Financial Planning).

between 1 November 2017 and 31 October 2020

The relevant provider completed or completes the following units of study:

(a) FINC11001 Fundamentals of Personal Financial Planning;

(b) FINC13001 Estate Planning;

(c) FINC19011 Business Finance;

(d) FINC19012 Investment Analysis and Risk Management;

(e) FINC19016 Retirement and Superannuation;

(f) FINC19019 Insurance Planning;

(g) FINC19020 Financial Plan Construction;

(h) LAWS11030 Introductory and Contract Law / Foundations of Business Law;

(i) LAWS19033 Taxation Law and Practice.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

2

Bachelor of Arts / Bachelor of Business (Financial Planning).

during or after Semester 1, 2017.

The relevant provider completed or completes the following units of study:

(a) FINC11001 Fundamentals of Personal Financial Planning;

(b) FINC19011 Business Finance;

(c) FINC19012 Investment Analysis and Risk Management;

(d) ECON11026 Principles of Economics;

(e) FINC19016 Retirement and Superannuation;

(f) FINC13001 Estate Planning;

(g) FINC19019 Insurance Planning;

(h) FINC19020 Financial Plan Construction;

(i) LAWS19033 Taxation Law and Practice.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

3

Bachelor of Accounting (Financial Planning).

during or after Semester 1, 2018.

The relevant provider completed or completes the following units of study:

(a) FINC11001 Fundamentals of Personal Financial Planning;

(b) FINC19011 Business Finance;

(c) FINC19012 Investment Analysis and Risk Management;

(d) FINC19014 Property Investment and Finance;

(e) FINC19016 Retirement and Superannuation;

(f) FINC13001 Estate Planning;

(g) FINC19019 Insurance Planning;

(h) FINC19020 Financial Plan Construction;

(i) LAWS19033 Taxation Law and Practice.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

4

Bachelor of Accounting / Bachelor of Business (Financial Planning).

during or after Semester 1, 2018.

The relevant provider completed or completes the following units of study:

(a) FINC11001 Fundamentals of Personal Financial Planning;

(b) FINC19011 Business Finance;

(c) FINC19012 Investment Analysis and Risk Management;

(d) FINC19014 Property Investment and Finance;

(e) FINC19016 Retirement and Superannuation;

(f) FINC13001 Estate Planning;

(g) FINC19019 Insurance Planning;

(h) FINC19020 Financial Plan Construction;

(i) LAWS19033 Taxation Law and Practice.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

6

Bachelor of Property (Financial Planning).

during or after Semester 1, 2017.

The relevant provider completed or completes the following units of study:

(a) FINC11001 Fundamentals of Personal Financial Planning;

(b) FINC19011 Business Finance;

(c) FINC19012 Investment Analysis and Risk Management;

(d) FINC19014 Property Investment and Finance;

(e) FINC19016 Retirement and Superannuation;

(f) FINC13001 Estate Planning;

(g) FINC19019 Insurance Planning;

(h) FINC19020 Financial Plan Construction;

(i) LAWS19033 Taxation Law and Practice.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

2  Schedule 1 (table item 9)

Repeal the table item, substitute:

 

9

Bachelor of Business (Financial Planning).

during or after Semester 1, 2017.

The relevant provider completed or completes the following units of study:

(a) FINC11001 Fundamentals of Personal Financial Planning;

(b) FINC19011 Business Finance;

(c) FINC19012Investment Analysis and Risk Management;

(d) ECON11026 Principles of Economics;

(e) FINC19016 Retirement and Superannuation;

(f) FINC13001 Estate Planning;

(g) FINC19019 Insurance Planning;

(h) FINC19020 Financial Plan Construction;

(i) ECON11026 Principles of Economics.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

3  Schedule 1 (table item 31)

Repeal the table item, substitute:

 

31

Bachelor of Business (Financial Planning) 9 Unit Specialisation.

on or after 1 September 2018.

The relevant provider completed or completes the following units of study:

(a) EFB210 Finance 1 / Fundamentals of Finance;

(b) BSB111 Business Law and Ethics / BSB151 Business Law and Governance;

(c) AYB219 Taxation Law / AYB203 Taxation;

(d) AYB240 Superannuation and Retirement Planning;

(e) AYB232 Financial Services Regulation and Law;

(f) AYB250 Personal Financial Planning;

(g) EFB227 Insurance, Risk Management and Estate Planning;

(h) EFB345 Managing Investments and Client Relationships;

(i) AYB346 Financial Plan Construction (Capstone).

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

4  Schedule 1 (table item 31A)

Repeal the table item, substitute:

 

31A

BP353 Bachelor of Accounting / Bachelor of Business.

during or after Semester 1 2023 and ongoing.

The relevant provider completed or completes the following units of study:

(a) BAFI1014 Personal Wealth Management;

(b) BAFI1002 / BAFI2112 Financial Markets and Institutions or BAFI1002 / BAFI2112 Financial Markets;

(c) ACCT2286 Superannuation and Retirement;

(d) LAW2450 Company and Finance Law or LAW2457 Law of Investments and Financial Markets;

(e) ACCT2287 Risk, Insurance and Social Security;

(f) ACCT2285 Wealth Creation and Estate Planning;

(g) BAFI1042 Equity Investment and Portfolio Management or BAFI1042 Investment;

(h) ACCT2288 Financial Advisory Practice;

(i) either:

 (i)LAW2442 Business Law / Commercial Law; or

 (ii) LAW2497 Business Law (Diploma / Associate Degree);

(j) ACCT1060 Managerial Advisory Finance / BAFI1008 Business Finance;

(k) LAW2453 Taxation 1.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

5  Schedule 1 (table item 32A)

Repeal the table item, substitute:

 

32A

Each of the following:

(a)     BP343 Bachelor of Business

(b)    BP344 Bachelor of Business Professional Practice

during or after Semester 1 2022 and ongoing

The relevant provider completed or completes the following units of study:

(a) BAFI1014 Personal Wealth Management;

(b) BAFI1002 / BAFI2112 Financial Markets and Institutions or BAFI1002 / BAFI2112 Financial Markets;

(c) ACCT2286 Superannuation and Retirement;

(d) LAW2450 Company and Finance Law or LAW2457 Law of Investments and Financial Markets;

(e) ACCT2287 Risk, Insurance and Social Security;

(f) ACCT2285 Wealth Creation and Estate Planning;

(g) BAFI1042 Equity Investment and Portfolio Management or BAFI1042 Investment;

(h) ACCT2288 Financial Advisory Practice;

(i) either:

 (i)LAW2442 Business Law / Commercial Law; or

 (ii) LAW2497 Business Law (Diploma / Associate Degree);

(j) ACCT1060 Managerial Advisory Finance / BAFI1008 Business Finance / Corporate Finance;

(k) LAW2453 Taxation 1.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

6  Schedule 1 (table items 34 and 35)

Repeal the table items, substitute:

 

34

BP314 Bachelor of Business (Financial Planning).

 

Note: This is also provided through the Open Universities Program and the Melbourne Campus.

during or after Semester 1, 2017.

The relevant provider completed or completes the following units of study:

(a) BAFI1014 / 2040 / 3228 Personal Wealth Management (previously “FNP11 Introduction to Financial Planning”);

(b) BAFI1002 / BAFI2112 / 3227 Financial Markets / Financial Markets and Institutions;

(c) ACCT2286 / 2262 / 2298 Superannuation and Retirement;

(d) either:

 (i)LAW2457 / 2458 / 2542 Law of Investments and Financial Markets; or

 (ii) LAW2450 Company and Finance Law;

(e) ACCT2287 / 2263 / 2297 Risk, Insurance and Social Security;

(f) ACCT2285 / 2261 / 2296 Wealth Creation and Estate Planning;

(g) BAFI1042 / 2042 / 3226 Investment / Equity Investment and Portfolio Management;

(h) ACCT2288 / 2264 / 2295 Financial Advisory Practice;

(i) any of the following:

 (i)LAW2442 / 2449 / LAW2543 Commercial Law;

 (ii) BLW14 Business Law (provided through OUA by Curtin University);

 (iii) LAW2442 / 2449 / LAW2543 Business Law;

 (iv)LAW2497 Business Law (Diploma / Associate Degree);

(j) any of the following:

 (i)BAFI1008 Business Finance / Corporate Finance;

 (ii) BAN23 Introduction to Finance or BAN23 Introduction to Finance Principles (provided through OUA by Curtin University);

 (iii) BAFI3183 / 3229 Business Finance or BAFI3183 / 3229 Corporate Finance;

 (iv) ACCT1060 Managerial Advisory Finance;

(k)  any of the following:

 (i)LAW2453 Taxation 1;

 (ii) BLW22 / BLW32 Taxation or Introduction to Australian Tax or Introduction to Australian Tax Law (provided through OUA by Curtin University);

 (iii) LAW2456 Taxation 1 / LAW2544 Taxation 1.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit).

35

BP313 Bachelor of Business (Financial Planning) / Bachelor of Business (Accountancy).

during or after Semester 1, 2017.

The relevant provider completed or completes the following units of study:

(a) BAFI1014 Personal Wealth Management;

(b) either:

 (i)BAFI1002 / BAF12112 Financial Markets; or

 (ii) BAFI1002 / BAFI2112 Financial Markets and Institutions;

(c) ACCT2286 Superannuation and Retirement;

(d) either:

 (i)LAW2457 Law of Investments and Financial Markets; or

 (ii) LAW2450 Company and Finance Law / Company Law;

(e) ACCT2287 Risk, Insurance and Social Security;

(f) ACCT2285 Wealth Creation and Estate Planning;

(g) either:

 (i)BAFI1042 Investment; or

 (ii) BAFI1042 Equity Investment and Portfolio Management;

(h) ACCT2288 Financial Advisory Practice;

(i) any of the following:

 (i)LAW2442 Commercial Law;

 (ii) LAW2442 Business Law;

 (iii)  LAW2497 Business Law (Diploma / Associate Degree);

(j) either:

 (i)BAFI1008 Business Finance / Corporate Finance; or

 (ii) ACCTI060 Managerial Advisory Finance;

(k) LAW2453 Taxation 1.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

7  Schedule 1 (table item 41)

Repeal the table item, substitute:

 

41

Each of the following:

(a) Bachelor of Business with a major in Financial Planning (Hawthorn Campus or Swinburne Online delivery);

(b) Bachelor of Business with a professional major in Accounting and Financial Planning (Hawthorn Campus or Swinburne Online delivery);

(c) Bachelor of Business (Professional) with a major in Financial Planning;

(d) Bachelor of Business (Professional) with a professional major in Accounting and Financial Planning.

between 1 February 2018 and 31 January 2021.

The relevant provider completed or completes the following units of study:

(a) Economic Principles ECO10004;

(b) Principles of Financial Planning FIN10003;

(c) Law of Commerce LAW20019;

(d) Financial Management FIN20014;

(e) Ethics and Client Relationships FIN20015;

(f) Investment and Financial Planning Project FIN30017;

(g) Management of Personal Financial Risk FIN30018;

(h) Retirement and Estate Planning FIN30019;

(i) Taxation ACC30005.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

8  Schedule 1 (table items 50 and 51)

Repeal the table items, substitute:

 

50

Bachelor of Business (Financial Planning) (DBRF).

on or after 1 March 2018.

The relevant provider completed or completes the following units of study:

(a) BANK 1002 / BANK 1010 UO Personal Finance;

(b) BANK 2008 / BANK 2011 UO Introduction to Financial Planning;

(c) ECON 1007 / ECON 1011 UO Macroeconomics;

(d) COML 2005 / COML 2020 UO Companies and Partnership Law;

(e) BANK 3004 / BANK 3017 UO Portfolio and Fund Management;

(f) ACCT 3002 / ACCT 3016 UO Taxation Law 1;

(g) BANK 3014 / BANK 3019 UO Superannuation;

(h) BANK 3013 / BANK 3018 UO Risk Management and Insurance;

(i) BANK 3012 / BANK 3016 UO Estate Planning;

(j) BANK 3005 / BANK 3015 UO Applied Financial Planning.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

51

XBFP Bachelor of Business (Financial Planning) UniSA Online (UO).

on or after 1 March 2018.

The relevant provider completed or completes the following units of study:

(a) BANK 1010 UO / BANK 1002 Personal Finance;

(b) BANK 2011 UO / BANK 2008 Introduction to Financial Planning;

(c) ECON 1011 UO / ECON 1007 Macroeconomics;

(d) COML 2020 UO / COML 2005 Companies and Partnership Law;

(e) BANK 3017 UO / BANK 3004 Portfolio and Fund Management;

(f) ACCT 3016 UO / ACCT 3002 Taxation Law 1;

(g) BANK 3019 UO / BANK 3014 Superannuation;

(h) BANK 3018 UO / BANK 3013 Risk Management and Insurance;

(i) BANK 3016 UO / BANK 3012 Estate Planning;

(j) BANK 3015 UO / BANK 3005 Applied Financial Planning.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

9  Schedule 1 (table item 60, column headed “Other conditions:”)

Omit “FIN320 Risk and Insurance”, substitute “FIN320 Risk and Insurance / FIN244 Sustainable Finance”.

10  Schedule 1 (table item 60, column headed “Other conditions:”)

Omit “FIN323 Portfolio Analysis(previously “FIN323 Investment II” or “FIN323 Portfolio Management”)”, substitute “FIN323 Portfolio Analysis (previously “FIN323 Investment II” or “FIN323 Portfolio Management”) / FIN330 Alternative Assets”.

11  Schedule 1 (table item 61)

Repeal the table item, substitute:

 

61

Each of the following:

(a) Bachelor of Mathematics and Finance (Honours) Major in Financial Planning;

(b) Bachelor of Mathematics and Finance (Honours) (Dean’s Scholar) Major in Financial Planning.

on or after 1 September 2011.

The relevant provider completed or completes the following units of study:

(a) LAW101: Introduction to Law (previously “LAW101 Law, Business and Society”);

(b) ACCY228 Taxation for Financial Planners (previously “ACCY228 Tax Planning”);

(c) FIN223 Investment Analysis;

(d) FIN252: Personal Finance (previously “FIN251 Introduction to Financial Planning”);

(e) FIN320 Risk and Insurance / FIN244 Sustainable Finance;

(f) FIN328 Retirement and Estate Planning;

(g) FIN329 Advanced Financial Planning (previously “FIN329 “Real Estate Planning”;

(h) FIN323 Portfolio Analysis (previously “FIN323 Investment II” or “FIN323 Portfolio Management”) / FIN330 Alternative Assets.

 

12  Schedule 1 (table item 69)

Repeal the table item, substitute:

 

69

Bachelor of Business (Applied Finance) Financial Planning Major.

during or after Semester 2, 2005 and before the end of Semester 2, 2008.

The relevant provider completed or completes the following units of study:

(a) CO205A.1 / ACCT2002 Financial Statement Analysis;

(b) 200272.1 / FINC3006 Insurance Advising – Theory and Practice / CO309A Insurance and Risk Management;

(c) any of the following:

 (i)200057.1 / ECON3015 Investment Management;

 (ii) CO201A Investments;

 (iii) 200265/ FINC2002 Personal Asset Management;

(d) LW309A.1 / LGYB9952 Estate and Succession Planning;

(e) 200187.1 / LAWS3070 Taxation Law;

(f) LW310A.1 / LGYB9953 Retirement Planning;

(g) 200078.1 / ECON3020 Portfolio Management;

(h) CO302A.1 / FINC3005 Financial Planning (v1).

 

13  Schedule 1 (table item 83A)

Repeal the table item, substitute:

 

83A

Each of the following:

(a) Master of Financial Planning;

(b) Any Masters degree with a major in Financial Planning.

After February 2019.

The relevant provider completed or completes the following units of study:

(a) 7254AFE / 7818AFE Financial Planning Fundamentals;

(b) 7256AFE / 7819AFE Personal Risk Management;

(c) 7223AFE / 7803AFE Financial Markets;

(d) 7232AFE / 7801AFE Investments;

(e) 7106AFE / 7817AFE Income Tax Law;

(f) 7161AFE / 7822AFE Applied Taxation;

(g) 7159AFE / 7823AFE Principles of Business & Corporations Law;

(h) either:

 (i)7255AFE / 7820AFE Applied Financial Planning; or

 (ii) 7259AFE Financial Planning Skills;

(i) 7246AFE / 7812AFE Behavioural Finance & Wealth Management;

(j) 7214AFE / 7821AFE Retirement and Estate Planning;

(k) either:

 (i)7250AFE / 7814GBS / 7814AFE Professionalism in Financial Services; or

 (iii) 7269AFE / 7815AFE Ethics and Professionalism.

Note:  The unit of study in subparagraph (k)(iii) was offered from July 2019.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

14  Schedule 1 (after table item 84)

Insert:

 

 

The Institute of International Studies (TIIS) Pty Ltd

 

 

85AA

Graduate Diploma in Financial Planning

On or after 8 July 2024

Paragraph 6(2)(a) does not apply to this qualification as it includes an ethics unit of study

 

15  Schedule 1 (table item 89A)

Repeal the table item, substitute:

 

89A

BS79 Graduate Diploma in Business (Financial Planning).

during or after Semester 2, 2019.

The relevant provider completed or completes the following units of study:

(a) AYN / AYQ 438 Taxation Law and Practice;

(b) AYN / AYQ 442 Superannuation and Wealth Management;

(c) AYN / AYQ 456 Business and Corporations Law;

(d) AYN / AYQ 457 Financial Planning Principles and Regulation;

(e) AYN / AYQ 458 Ethics and Professional Relationships;

(f) EFN / EFQ 429 Investments Management;

(g) EFN / EFQ 516 Insurance and Risk Management;

(h) EFN520 / EFQ520 Behavioural Client Management—Financial Planning (Capstone).

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

16  Schedule 1 (table item 91)

Repeal the table item, substitute:

 

91

Each of the following:

(a) Master of Financial Planning (Hawthorn Campus and Swinburne Online delivery);

(b) Master of Professional Accounting / Master of Financial Planning (Hawthorn Campus and Swinburne Online delivery).

on or after 1 December 2018.

The relevant provider completed or completes the following units of study:

(a) FIN60007 Elements of Financial Planning / FIN60010 Elements of Financial Planning and Regulation;

(b) LAW60003 Corporations and Contract Law;

(d) FIN60008 Investment Decision Making / FIN60011 Behavioural Finance and Investment;

(e) FIN60009 Ethics, Regulation and Client Management / FIN60012 Ethics and Client Management;

(f) FIN80022 Insurance and Estate Planning;

(g) FIN80023 Superannuation and Retirement Planning;

(h) ACC80012 Taxation Principles and Planning;

(m) FIN80025 Financial Advice Technology Project.

Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit)

 

17  Schedule 1 (table item 99)

Repeal the table item, substitute:

 

99

Master of Financial Planning.

after 1 October 2011 and before 1 July 2019.

The relevant provider completed or completes the following units of study:

(a) FINS5510 Personal Financial Planning & Management / Personal Financial Planning and Client Engagement;

(b) FINS5531 Risk and Insurance / Personal Risk, Insurance, and Superannuation for Financial Advisers;

(c) FINS5513 Investments & Portfolio Selection;

(d) any of the following:

 (i)ACTL5401 Retirement Planning;

 (ii) TABL5510 Taxation of Superannuation;

 (iii)TABL/ATAX0440 SMSF Law;

(e) any of the following:

 (i)TABL5901 Principles of Australian Taxation Law;

 (ii) TABL5527 Tax Strategies in Financial Planning;

 (iii) TABL5551 Taxation Law;

(f) either:

 (i)TABL5511 Legal Foundations of Business; or

 (ii) TABL5512 Legal Foundations of Accounting / Legal Foundations of Accountants;

(g) FINS5539 Estate Planning, Succession & Asset Protection / Estate, Retirement Planning and Asset Protection;

(h) FINS5512 Financial Markets and Institutions.

 

18  Schedule 2 (table item 13, column headed “Course identification”)

Omit “FIN60012 Ethics, Regulation and Client Management”, substitute “FIN60009 Ethics, Regulation and Client Management / FIN60012 Ethics and Client Management”.

Note: The name of this instrument was amended on registration as the instrument as lodged did not have a unique name (see subsection 10(2), Legislation Rule 2016).