FPL330 Intergenerational AdviceUpdated: 08 January 2020
|Offering||Not offered in 2020|
|Supervised Exam||There is no supervised examination.|
|Pre-requisites||candidature in the BCom or BCom(FinPlan) and 48cp|
|Coordinator(s)||Cynthia Shannon (firstname.lastname@example.org)|
In this unit you will analyse the principles of intergenerational advice and the issues that arise when dealing with multiple layers of advice in a family structure, across generations. Estate planning is the obvious area of advice, however different case scenarios that include small businesses, blended families and aged care are equally as important. Investments, loan types, and ownership structure for wealth are analysed including testamentary trusts, and special needs trusts. The client engagement process for this type of advice is contrasted against simple advice. Various pricing options are evaluated to capture the unique value proposition for this type of complex scenario.
|Materials||Textbook information will be displayed approximately 8 weeks prior to the commencement of the teaching period. Please note that textbook requirements may vary from one teaching period to the next.|
|Disclaimer||Unit information may be subject to change prior to commencement of the teaching period.|
Assessment information will be published prior to commencement of the teaching period.
|Learning Outcomes (LO)||
Upon completion of this unit, students will be able to: