Your upfront cost: $0
Subjects may require attendance
- 19 Sep 2022
QS RANKING 2022
Times Higher Education Ranking 2022
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.
- Introduction to Estate Planning
- Establishing and Managing the Engagement
- Wills, Probate and Succession
- Taxation of Estates
- Property, Equity and Trusts
- Responding to Family Breakdown
- Estate Planning in Action
- Getting On With the Work
No eligibility requirements
No additional requirements
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.
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.
This is a third-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.
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%)
- Client Report (45%)
Current study term: 18 Sep 22 to 25 Nov 22
Estate Planning: A Practical Guide for Estate and Financial Service Professionals
Perkins, M. and Monahan, R.