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Unit description

Introduces students to estate planning including an overview of the estate planning process, regulatory and legal framework, wills and estate administration, taxation, attorneys and guardians, trusts and asset protection, family law, superannuation and death benefits, business succession planning, and other estate planning issues. In this capstone unit, students will develop professional skills by engaging in teacher directed activities and experiences relevant to responsible estate planning and the construction and presentation of a comprehensive Statement of Advice (SOA).

Unit content

Topic 1a: Estate Planning

Topic 1b: Wills and Estate Administration

Topic 2a: Attorneys and Guardians

Topic 2b: Trusts and Asset Protection

Topic 3a: Family Law and Insolvency

Topic 3b: Superannuation and Death Benefits

Topic 4a: Other Estate Planning Issues

Topic 4b: Business Succession Planning

Topic 5a: Estate Planning and the Financial Plan

 

Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

On completion of this unit, students should be able to:
1demonstrate an understanding of the estate planning process and regulatory and legal framework
2identify and evaluate key estate planning areas
3recognise types of business structures and critique the functions of business succession planning and its taxation implication
4construct and present a comprehensive Statement of Advice (SOA), with a specific focus on estate planning aspects.

On completion of this unit, students should be able to:

  1. demonstrate an understanding of the estate planning process and regulatory and legal framework
  2. identify and evaluate key estate planning areas
  3. recognise types of business structures and critique the functions of business succession planning and its taxation implication
  4. construct and present a comprehensive Statement of Advice (SOA), with a specific focus on estate planning aspects.

Teaching and assessment

Notice

Intensive offerings may or may not be scheduled in every session. Please refer to the timetable for further details.

Southern Cross University employs different teaching methods within units to provide students with the flexibility to choose the mode of learning that best suits them. SCU academics strive to use the latest approaches and, as a result, the learning modes and materials may change. The most current information regarding a unit will be provided to enrolled students at the beginning of the study session.

Fee information

Domestic

Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.

Fee paying courses
For postgraduate or undergraduate full fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees

International

Please check the international course and fee list to determine the relevant fees.

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