12973 (v.3) Estate Planning 326
| Area: | School of Business Law |
| Credits: | 25.0 |
| Contact Hours: | 3.0 |
| Seminar: | 1 x 3 Hours Weekly |
| Prerequisite(s): | 11011 (v.3) Legal Framework 100 or any previous version
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| Syllabus: | Wills, trusts including uses and taxation treatment, power of attorney, distribution of assets of deceased estates including capital gains tax treatment of such assets, compliance and negligence. |
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| Unit Outcomes: | On successful completion of this unit students will have- Demonstrated estate planning as an essential part of the financial planning process. Identified and understood a number of important areas of estate planning including will planning, powers of attorney, rights of beneficiaries, trusts, distribution of net assets and the capital gains implications of the deceased estate, death aspects of financial products, family law and business succession planning. Awareness of a financial planner's ethical responsibility and duty of care to the client. |
| Text and references listed above are for your information only and current as of September 30, 2003. Please check with the unit coordinator for up-to-date information. |
| Unit References: | No prescribed references. |
| Unit Texts: | Australian Master Financial Planning Guide - CCH Australia (Latest Edition). Estate Planning 326/526 Unit Guide. Bentley, Curtin University of Technology. |
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| Unit Assessment Breakdown: | Case Study 40%, Final Exam 60%. This is by grade mark assessment. |
| Year | Location | Period | Internal | Area External | Central External | | 2004 | Bentley Campus | Semester 1 | Y | | | | 2004 | Bentley Campus | Semester 2 | | | Y | |
Current as of: February 2, 2004
CRICOS provider code 00301J
