School Of BusinessEstate PlanningWestern Sydney University Unit Code: 201002.1
Discipline: BANKING, FINANCE AND RELATED FIELDS NEC
Student Contribution Band: 3
Level: 7
Credit Points: 10
Equivalent Units
200871 - Planning for Retirement
Prerequisite
200867 Superannuation
Unit Enrolment Restrictions
Students must be enrolled in a postgraduate Business course.
About this Unit
Estate planning investigates the key issues, decisions and frameworks for financial planning for later life and succession. Students learn to provide advice on strategies for business succession planning, to evaluate the most appropriate estate planning for different types of clients at different stages of their life, to analyse wills, trusts and social security provisions, and to apply relevant analytical and decision making tools to succession, trust administration, tax strategy and similar post-retirement decisions.
Special Requirements - Essential Equipment
Students must have access to the internet and be reasonably proficient computer users.