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Bachelor of Applied Commerce
ACFIN303A Estate Planning
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Bachelor of Applied Commerce: ACFIN303A Estate Planning
This guide supports the Diploma and the Bachelor of Applied Commerce
Welcome
eResources
Web Resources
Year 1 Readings
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ACBUS101A Academic Foundations
ACBUS102A Management Fundamentals
ACBUS103A Foundations of Accounting
ACBUS104A Finance and Investment
ACBUS106A Marketing Fundamentals
ACBUS107A Financial Planning Fundamentals
ACBUS108A Applied Economics
Year 2 Readings
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BUMAN201A Business Maths and Statistics
ACACT201A Accounting Information Systems
ACACT202A Management Accounting
ACACT203A Financial Accounting
ACBUS201A Commercial Law I
ACBUS202A Commercial Law II
ACBUS203A Income Tax Law
ACBUS204A Business Finance
ACFIN201A Psychology of Client Engagement
ACFIN202A Insurance Planning
Year 3 Readings
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ACACT301A Corporation and Trust Law
ACACT302A Advanced Financial Accounting
ACACT303A Advanced Management Accounting
ACACT304A Audit and Assurance in Practice
ACACT305A Contemporary Accounting Concepts
ACBUS301A Applied Income Tax
ACFIN301A Superannuation and Retirement
ACFIN302A Investment Analysis
ACFIN303A Estate Planning
ACFIN304A Financial Plan Construction
Academic Skills
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Prescribed Text
Estate planning : a practical guide for professionals helping Australians to age well (2021) - eBook and book
by
Michael J Perkins
Various editions available
Recommended Texts
Australian financial planning handbook (2019) - eBook and book
Various editions available
Australian master financial planning guide (2020/21) - eBook and book
Various editions available
Guide to estate planning (2007) - Book
by
Malcolm Voyce
Readings
Week 1
Week 2
Week 3 & 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 1 Introduction to estate planning
Chapter 2 Establishing and managing the engagement
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 3 Wills, probate and succession
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 5 Property, equity and trusts
Voyce, M, Brookhouse, J, Charaneka, S & Semple, L 2007,
Guide to estate planning
,
2nd edn, CCH, North Ryde, NSW.
more...
less...
Book available in library collection.
Chapter 6 Role of legal personal representative
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 4 Taxation of estates
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 7 Responding to family breakdown
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 4 Taxation of estates, para. 4.57 - 4.63
Voyce, M, Brookhouse, J, Charaneka, S & Semple, L 2007,
Guide to estate planning
,
2nd edn, CCH, North Ryde, NSW.
more...
less...
Book available in library collection.
Chapter 7 Superannuation and estate planning
Voyce, M, Brookhouse, J, Charaneka, S & Semple, L 2007,
Guide to estate planning
,
2nd edn, CCH, North Ryde, NSW.
more...
less...
Book available in library collection.
Chapter 10 Business succession planning
Day, J, Banister, P & Davies, B 2018,
Australian financial planning handbook 2018-19
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 15 Estate planning
Voyce, M, Brookhouse, J, Charaneka, S & Semple, L 2007,
Guide to estate planning
,
2nd edn, CCH, North Ryde, NSW.
more...
less...
Book available in library collection.
Chapter 9 Estate planning implications for social security recipients
Perkins, M & Monahan, R 2020,
Estate planning: a practical guide for professionals helping Australian age well
,
eBook, viewed 29 September 2022, ProQuest eBook Central.
Chapter 2 Establishing and managing the engagement
Chapter 9 Estate planning in action
Websites
Association of Financial Advisors (AFA)
Association of Superannuation Funds of Australia (ASFA)
Australian Securities Exchange (ASX)
Australian Taxation Office (ATO)
Centrelink
Financial Advice Association Australia (FAAA)
SuperGuide
The Super Investor
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