Estate Planning
UndergraduateUSA-BANK30162022
Course information for 2022 intake View information for 2025 course intake
Enrolments for this course are closed, but you may have other options to start studying now. Book a consultation to learn more.
- Study method
- 100% online
- Assessments
- Subject may require attendance
- Entry requirements
- No ATAR needed, No prior study
- Duration
- 10 weeks
- Loan available
- 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.
- 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.
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%)
For textbook details check your university's handbook, website or learning management system (LMS).
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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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