UO Estate Planning

Course aim

To develop a comprehensive understanding of estate planning legislation and policy, and its implications for financial planning in relation to retirement and estate management, operation and succession.

Course content

Laws governing estate planning in Australia, the estate planning process and related issues. The regulatory environment of estate planning. The role of the financial adviser in estate planning: core skills; the nature of advice as a professional service; client rights and objectives; client accountability. Elements of estate planning: estate definition; estate management, operation, and succession. Managing the estate before and after death: achieving client objectives. The role of trusts in estate planning. Estate planning issues: social security, declining capacity and aged care; claims on the estate; endurance of client capital.

Textbooks

Perkins, M & Monahan, R 2015, Estate planning: a practical guide for estate and financial service professionals, 4th edn, LexisNexis Australia, Sydney

Prerequisites

Common to all relevant programs
Subject Area & Catalogue Number	Course Name
BANK 2011	UO Introduction to Financial Planning
COML 2020	UO Companies and Partnership Law

Corequisite(s)

Nil

Teaching Method

Component	Duration
EXTERNAL, ONLINE ACTIVITY
Online	10 weeks x NA

Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.

Assessment

Examination, Report

Fees

EFTSL*: 0.125
Commonwealth Supported program (Band 4C)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
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Fee-paying program for domestic and international students
International students and students undertaking this course as part of a postgraduate fee paying program must refer to the relevant program home page to determine the cost for undertaking this course.

Non-award enrolment
Non-award tuition fees are set by the university. To determine the cost of this course, go to:
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Not all courses are available on all of the above bases, and students must check to ensure that they are permitted to enrol in a particular course.

* Equivalent Full Time Study Load. Please note all EFTSL values are published and calculated at ten decimal places. Values are displayed to three decimal places for ease of interpretation