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Area/Catalogue
BANK 5041

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Course Level
Postgraduate

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Offered Externally
Yes

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Course ID
167003

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Unit Value
4.5

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University-wide elective course
No

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Timetable/s

This class has not been
timetabled for year 2020.

Course owner

Course owner
School of Commerce

Course aim

To review estate planning legislation and policy and develop an understanding of 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; forms involved in the estate planning process, including: wills, powers of attorney, powers of administration and trusts; 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.

Textbook(s)

Perkins, M & Monahan, R 2015, Estate Planning: A Practical Guide for Estate and Financial Service Professionals, 4th edn, LexisNexis Australia, Sydney

Prerequisite(s)

Specific program
Program Subject Area & Catalogue Number Course Name
DMFP BANK 5042 Introduction to Financial Planning G

Corequisite(s)

Nil

Teaching method

Component Duration
INTERNAL, CITY WEST
Preparatory 1 x 1 week
Lecture 1.5 hours x 10 weeks
Tutorial 2 hours x 10 weeks
EXTERNAL, CITY WEST, ONLINE
External 35 hours x N/A

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


Assessment

Task Length Weighting Duration
INTERNAL, CITY WEST
Client Report 2000 words 45% N/A
Examination N/A 55% 3 hours
EXTERNAL, CITY WEST, ONLINE
Client Report 2000 words 45% N/A
Examination N/A 55% 3 hours

Fees

EFTSL*: 0.125
Commonwealth Supported program (Band 3)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
How to determine your Commonwealth Supported course fee. (Opens new window)

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 Division offering the course. To determine the cost of this course, go to:
How to determine the relevant non award tuition fee. (Opens new window)

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

Course Coordinators

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