Postgraduate CUR-MT526-2023
Advanced Estate Planning
Interrogate the legal system and focus on the specifics of contract and corporation law.Contrast Australia’s legal processes with examples from other countries. Go over the rights and responsibilities of companies, their members and their directors.
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Duration
13 weeks
Study method
100% Online
Available loans
- FEE-HELP
Assessments
100% online
Prior study
Not required
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Subject details
At the completion of this subject students will be able to:
- explain why estate planning is an essential part of the financial planning process
- identify and evaluate the taxation and legal issues that are relevant in estate planning, including Will planning, powers of attorney, rights of beneficiaries, trusts, distribution of net assets and the capital gains implications of the deceased estate, death aspects of financial products
- develop a tax effective business succession plan
- understand the different estate planning needs of different client groups including indigenous clients, and find solutions appropriate to their needs
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- The Need for Estate Planning
- Wills, Powers of Attorney and Guardianship
- Ownership and Passing of Assets
- Estate Administration
- The Use of Trusts in Estate Planning
- Taxation of an Estate
- Capital Gains Tax and Death
- Superannuation Death Benefits
- Business Succession Planning
- Social Security
- Housing and Aged Care
No eligibility requirements
Additional requirements
- Other requirements -
Refer to the subject outline provided by Curtin University for information on texts and subject references.
This subject was previously known as Estate Planning.
This subject provides an introduction to the legal issues that need to be considered in estate planning including wills, testamentary trusts, taxation of deceased estates, capital gains tax in respect of assets transferred after death, business succession planning and social security.
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.
- Periodic eTests (20%)
- Applied Research Essay (50%)
- Take Home Test (30%)
For textbook details check your university's handbook, website or learning management system (LMS).