Estate Planning
Undergraduate | USA-BANK3016 | 2024
Enrol today with instant approval and no entry requirements
- Study method
- 100% online
- Assessments
- Subject may require attendance
- Enrol by
- 8 Sept 2024
- Entry requirements
- No ATAR needed,
- No prior study
- Duration
- 10 weeks
- Start dates
- 16 Sept 2024
Price from
$2,200
Upfront cost
$0
FEE-HELP available
Estate Planning
About this subject
By the end of this 10-week course, you’ll be able to:
- Integrate an understanding of estate planning legislation and policy and its role in the financial planning process.
- 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.
- 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.
- 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.
- 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.
- Demonstrate Business Enterprise Skills in the context of the Financial Planning discipline: i) Problem Solving (advanced level); and ii) Written Communication (advanced level).
- Introduction to Estate Planning
- Establishing and Managing the Engagement
- Wills, Probate and Succession
- Taxation of Estates
- Property, Equity and Trusts
- Contracts
- Responding to Family Breakdown
- Estate Planning in Action
- Getting on With the Work
Effective estate planning requires a sound knowledge of certain legal principles related to what constitutes a client's legal estate as well as an intimate understanding of the client's objectives and succession aims.
Explore the laws governing estate planning in Australia, the estate planning process, and the regulatory environment you’ll be operating in. You’ll cover a broad range of topics such as the role of trusts, social security implications, declining capacity and aged care, claims on the estate, and endurance of client capital.
UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.
This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a "single subject", prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.
Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.
Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.
Examination 55%
Report 45%- Examination (55%)
- Client Report (45%)
For textbook details check your university's handbook, website or learning management system (LMS).
The University of South Australia (UniSA) is ranked as one of the best young universities in the world, and is the number one university in Australia for graduate employability. UniSA offers over 200 world-class degrees that are informed by industry and delivered with a highly practical approach to teaching and learning, and is a valuable partner with Open Universities Australia.
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- 21
Entry requirements
No entry requirements
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
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Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
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If that degree allows entry via undergraduate subjects, there will be information about this under the Entry Requirements section. You will find a list of 2-4 open enrolment subjects you need to successfully complete to qualify for admission into that qualification.
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