MAA729 - Estate Planning Strategies

Year: 2019 unit information
Enrolment modes: Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s): 1
Previously coded as: MAF715
EFTSL value: 0.125
Unit chair:

Adam Steen


MAA745 or MAF765 and MLC703

Corequisite: Nil
Incompatible with: MAF715
Contact hours:

Campus: 1 x 3 hour seminar per week

Cloud (Online): Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration


This unit is designed to provide information to enable you to be able to practically help clients as a professional adviser in the area of estate planning. The course seeks to develop students' ability to articulate clearly and coherently the theoretical and practical strategies in relation to estate planning, formulate and investigate problems, and recommend solutions. The unit covers a number of important areas of estate planning including Wills, powers of attorney, trusts (including testamentary trusts), distribution of estate assets and the tax implications of the deceased estate, death aspects of financial products, and business succession planning.


Assessment 1 (individual) - Online Test - 10%

Assessment 2 (individual) - Written assignment (4000 words) - 40%

Examination (2 hours)  - Closed book - 50%

Unit Fee Information

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