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Estate Planning

Undergraduate | USA-BANK3016 | 2024

Enrol today with instant approval and no entry requirements

Study method
100% online
Subject may require attendance
Enrol by
8 Sept 2024
Entry requirements
No ATAR needed,
No prior study
10 weeks
Start dates
16 Sept 2024

Price from


Upfront cost


FEE-HELP available

Estate Planning

About this subject

  • By the end of this 10-week course, you’ll be able to: 

    1. Integrate an understanding of estate planning legislation and policy and its role in the financial planning process. 
    2. Assess client requirements and select the appropriate forms required in and available for the estate planning process, including wills, powers of attorney, powers of administration, and trusts. 
    3. Evaluate the implications of capital gains tax for the value of the estate under alternative estates structures, and its implications for distributions to beneficiaries in the case of deceased estates. 
    4. Prepare advice on the treatment of death benefit entitlements under various superannuation arrangements, and methods to maximise after-tax distributions to beneficiaries of these superannuation death benefits. 
    5. Analyse the impact of social security, declining capacity, and need for aged care on the estate planning process, and explain its implications for individual clients.
    6. Demonstrate Business Enterprise Skills in the context of the Financial Planning discipline: i) Problem Solving (advanced level); and ii) Written Communication (advanced level).

Entry requirements

No entry requirements

Study load

0.125 EFTSL
This is in the range of 10 to 12 hours of study each week.

Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.

Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.

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