301342 (v.3) Estate Planning 526

Area:

School of Business Law

Credits:

25.0

Contact Hours:

3.0

Seminar:

1 x 3 Hours Weekly

Prerequisite(s):

5934 (v.4) Legal Environment 560 or any previous version

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.

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. Become aware of the financial planner's ethicalresponsibility and duty of care to his 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.

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