Estate Planning and Capstone Project

• • The need for estate planning
  • Estate composition
  • Wills
  • Executors and estate administration
  • Trusts and trustees
  • Gifting
  • Estate taxes
  • Divorce and separation
  • Succession planning
  • Estate planning strategies
  • Composition of the SOA
  • The legal framework surrounding the SOA and advice provision
  • Preparation of the SOA
  • Presentation of the SOA
  • Reviewing the SOA

• Study resources

  • Instructional methods

    • Online Quizzes/Tests
    • Online assignment submission
    • Discussion forum/Discussion Board

  • Online materials

    • Online Assessment
    • Printable format materials
    • Resources and Links

You must have successfully completed the following subject(s) before starting this subject:

ACU-BAFN608-Financial Planning, or ACU-BAFN600 and ACU-BAFN610-Responsible Investment Management and ACU-BAFN612-Superannuation and Retirement Planning ;

Special requirements

No special requirements

This subject is the foundation for the understanding of key areas of estate planning and dealing with intergenerational wealth transfer. You need to understand the concepts of estate planning, wills, executors and estate administration, trusts and trustees, gifting, estate taxes and succession planning. You will develop skills in managing the different aspects of estate planning. You will be to apply techniques to generate a comprehensive statement of advice. This subject provides you with necessary knowledge and skills needed to get work ready for a career in the financial planning industry.

Assessments are used primarily to foster learning. ACU adopts a constructivist approach to learning which seeks alignment between the fundamental purpose of each unit, the learning outcomes, teaching and learning strategy, assessment, and the learning environment. In order to pass this unit, you are required to achieve an overall score of at least 50%. Using constructive alignment, the assessment tasks are designed for you to demonstrate your achievement of each learning outcome.

• Essay (20%)
• Report (30%)
• Assignment (50%)