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MAA319 - Estate Planning and Insurance

Unit details

Year2017 unit information
Enrolment modes:Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Cloud (online)
Credit point(s):1
EFTSL value:0.125
Previously coded as:

MAF316

Unit chair:

Adrian Raftery

Prerequisite:

MLC301

Corequisite:

Nil

Incompatible with:

MAF316

Contact hours:

Campus: 1 x 3 hour workshop per week

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

Note:

Previously titled Estate Planning

Content

This unit introduces students to the role of the professional financial adviser in the areas of estate planning and risk management and insurance.  The unit covers a number of important topics within estate planning including Wills, powers of attorney, intestacy, estate and non-estate assets, trusts (including testamentary trusts), distribution of estate assets and the tax implications of the deceased estates. Within the area of risk management and insurance, topics include an introduction to risk management and insurance; the role and regulation of the insurance industry in Australia, insurance contracts, types of personal insurance policies and the taxation of these products.

The unit seeks to provide an introduction to the key concepts  of estate planning and personal risk insurance and then examines the application of these concepts to the provision of strategic advice and practical strategies to clients.

Assessment

Assessment 1 (Individual) – Written assignment (3,000 - 4000 words) - 40%

Assessment 2 (Group of 3 students)- Case study report (3000-4000 words plus appendices) - 30%

Assessment 3 (Individual) – Written assignment (3000 words) - 30%

Unit Fee Information

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