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).
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
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:|
|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.|
On completion of this unit, students should be able to:
- demonstrate an understanding of the estate planning process and regulatory and legal framework
- identify and evaluate key estate planning areas
- recognise types of business structures and critique the functions of business succession planning and its taxation implication
- construct and present a comprehensive Statement of Advice (SOA), with a specific focus on estate planning aspects.
- Prescribed text information is not currently available.
Teaching and assessment
Commonwealth Supported courses
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