Subject details

  • Topics
    • Need for estate planning
    • Wills, powers of attorney and guardianship
    • Ownership and passing of assets
    • Estate administration
    • The use of trusts in estate planning
    • Tax returns of an estate
    • Social security estate planning
    • Capital Gains Tax and death
    • Superannuation and death benefits
    • Business succession planning
    • Other estate planning issues
  • Study resources
    • Instructional Methods
      • Disscusion forum/Discussion Board
      • Online assignment submission
      • Standard Media
      • Web links

At the completion of this subject students will be able to:

  1. explain why estate planning is an essential part of the financial planning process
  2. identify and analyse critical areas of estate planning
  3. explain the implications of business succession planning.
  • Assignment 1 - Case Study (25%)
  • Assignment 2 - Case Study 2 (25%)
  • Assignment 3 - Invigilated Exam (50%)

Textbooks are subject to change within the academic year. Students are advised to purchase their books no earlier than one to two months before the start of a subject

Entry Requirements

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

Special requirements

No special requirements

This subject was previously known as Estate Planning.

This subject explores taxation and social security issues relating to estate planning.

Please Note: If it’s your first time studying a Curtin University subject you’ll need to complete their compulsory ‘Academic Integrity Program’. It only takes two hours to complete online, and provides you with vital information about studying with Curtin University. The Academic Integrity Program is compulsory, so if it’s not completed your subject grades will be withheld.

Find out more about the Academic Integrity module.

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