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Unit Summary

Unit type

UG Coursework Unit

Credit points

12

Unit aim

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:
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:

  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.

Prescribed texts

  • No prescribed texts.
Prescribed texts may change in future teaching periods.