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An ageing population, complicated family relationships, tax legislation and longer lifespans create a complex landscape for managing and distributing wealth. This subject arms you with the skills to understand the tax laws, evaluate the implications, compare strategies and produce client advice.

As the population ages - and lives for longer - issues of how to transfer, manage and protect wealth become ever more complicated. Trusted advisers are needed to help families and individuals address implications and strategies.

Tax for Trusts, Estate Planning and Wealth Management is your insight into the skills and knowledge you need to successfully plan, deliver and advise clients on a range of issues.

Delivered by the expert voted 2015 Best in Australia for Superannuation Tax Issues (Acquisition International tax Awards), this subject will help you compare, assess and communicate the tax implications of wealth accumulation and management.

Scroll to bottom of page for more information on:

  • Entry requirements and learning outcomes
  • Modules, study modes and assessment
  • Recognition
  • Your tax professional instructor
  • Timetable
  • Fees
Subject Code: ATL008
Credit points: 6
CPD: 30 hours
Cost: $1,650
Delivery: Distance only
Study Per Week: 10-14 hours
Study Length: 13 weeks
Level: Advanced
Study Periods: 1 per year

1300 TAX EDU
(1300 829 338)

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Elective subject in the Graduate Diploma of Applied Tax Law

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Complete the TPB approved Course in Commercial Law

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Gain skills that are directly applicable to the workplace

Get Your Information Pack

Complete the form with your details to receive an email with expanded program overviews and exclusive sample learning materials.

"[The Tax Institute] balances technical material and practical application, bridging academia with the practice of tax law."

Rachel Vijayaraj, ATI, Brown Wright Stein Lawyers

"The weekly webinars and on line study format made it possible to combine the course work and full time work."

Wendy Miller, FTI, Damien Greer

“Studying with The Tax Institute gave me the confidence to understand and tackle detailed taxation issues.”

Mathew Coombes, CTA, Borough Australia Pty Ltd

“What I learnt I was actually applying every day to my work with my clients and the notes I received are now my tax bible.”

Lauren Whelan, HLB Mann Judd

“The topic areas covered provided me with technical knowledge on areas of tax which I could apply to real life situations.”

Geoff Tierney, CTA, ESV Chartered Accountants

“The fact that active and highly experienced practitioners are teaching the course content has been invaluable to me.”

Erin Shields, Dixon Advisory

 

Entry requirements and learning outcomes

ATL008 Tax for Trusts in Estate Planning and Wealth Management gives you the skills to advise clients on a range of strategies, and is an essential for any practitioner needing to understand even the most complex tax matters relating to trusts and estates.

Who is this for?

  • anyone who has completed a core subject as part of the Graduate Diploma of Applied Tax Law
  • certified Financial Planners (CFP™)
  • CPA and CA qualified accountants
  • corporate tax specialised professional
  • financial advisers
  • lawyers
  • lawyers who wish to specialise in estate planning
  • tax professional advising high net worth clients.

Entry requirements

  • 1. hold current membership of The Tax Institute1
  • 2. hold an Australian degree or diploma in:
    • a. accounting; or
    • b. commerce; or
    • c. finance; or
    • d. law; with
    • e. tax or commercial law subjects
  • 3. have completed CTA1 Foundations, CTA2A Advanced and CTA2B Advanced subjects, or an equivalent qualification from The Tax Institute’s accredited education provider register
  • 4. meet English language requirements if the language of instruction for your 6 years of high school qualifications was not English
  • 5. have at least 12 months’ relevant Australian tax or tax law experience.

1. [A discounted membership is available at the time of enrolment for all new members. Membership fees attract GST. Membership will expire on 30 June. Find out more about membership benefits and resources]

Learning outcomes

On completion of ATL008 Tax for Trusts in Estate Planning and Wealth Management you will be able to, but not limited to, outline, examine and apply the key tax law which apply to the estate planning process and the ability to explain the implications of choosing various estate or succession planning strategies to clients.

Modules, study modes and assessment

Modules

  • ITAA framework for estate planning
  • trust income and expenses in planned estates
  • cost and benefits of estate planning choices
  • capital growth in planned estates
  • trusts income and expenses: case studies
  • capital growth in planned estates: case studies
  • risk assessment and management in estate planning

Modes of study

Distance study

Distance study utilises group web/teleconference tutorials every 2-3 weeks.

Assessment-only study

Assessment-only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience. Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.

Self-paced learning

The self-paced learning allows practitioners to study at their own pace, in their own time. While not formally recognised as part of the Graduate Diploma of Applied Tax Law, this interactive program will equip participants with the knowledge to undertake the assessment-only option for this subject.

Enrolment inclusions

Resources made available to a candidate (excluding assessment-only study) are:

  • access to an online learning portal
  • study materials (hard and soft copy)
  • access to Legal Research and Reasoning Course
  • online access to Marks’ Trusts & Estates: Taxation and Practice,3rd Edition
  • access to key chapters from Estate & Business Succession Planning, 7th Edition
  • access to The Tax Institute’s TASA 2009 and the Code of Professional Conduct online module
  • complimentary subscription to The Tax Institute’s Tax Knowledge eXchange for the duration of the subject
  • recorded webinars
  • past exam papers (where applicable)
  • email access to the subject convenor for technical questions
  • access to a Tax Research session to build research skills
  • access to effective business writing skills module
  • support from trained subject coordinators.

Assessment structure

Assessment taskPass markWeighting
Online module quizzes 50% 10%
Exam (3 hours) 50% 40%
2,500 - 3,000 word assignment 50% 50%

Please note that all assessment tasks must be passed in order to complete the subject.

Recognition

Tax profession and employer

The Tax Institute is a not-for profit membership-based organisation which has been supporting and educating the tax profession for over 70 years. With over 12,000 members ranging from graduates to tax experts in the Big 4, mid-tier and SME firms, The Tax Institute is known as Australia’s leading educator and professional association in tax.

All subjects are designed and delivered by leaders in the tax field, providing candidates with flexible and applicable knowledge which can be used immediately in the workforce. As a higher education provider, our subjects hold recognition with other learning institutes, the Tax Practitioners Board, and other accounting and international bodies.

Recognition of prior learning (RPL)

RPL is a process for providing candidates credit for prior learning gained from The Tax Institute’s accredited education provider register. To apply for RPL, please complete the RPL form. 1

If you believe that your subject is the equivalent of one of The Tax Institute’s subjects, but it is not on the register list, please contact the Education Adviser team for further information about your RPL application.

Advanced standing

Advanced standing is a process of transferring credits from subjects you have previously completed with The Tax Institute. To apply for advanced standing, please complete the advanced standing form.

1. [Please note from 1 February 2016, all RPL applications will incur a fee per application.]

Your tax professional instructor

Harry Rigney, Subject convenor

Harry Rigney, Subject convenor

Harry is a lawyer, accredited as a specialist in taxation law. Harry has been a registered tax agent since 1982 and a member of The Tax Institute for more than 25 years.

Timetable

file_download Timetable (PDF)

Call us at 1300 TAX EDU (1300 829 338) or email us.

Fees

Tax for Trusts in Estate Planning and Wealth Management1
New member fee2 $320
Subject fee3 $1,650

View our education policies

1. [To enrol in an education subject it is a requirement to become a member of The Tax Institute. Studying with The Tax Institute is available to members. Non-members will be required to join at time of enrolment. Membership fee covers the period through June the following year and is valued at $489. If required to be a voting member, you can upgrade for free (valued at $195). Member fees attract GST and price quoted is inclusive of GST.]
2. [Subject fees do not attract GST. CTA3 attracts GST. CTA3 fees are inclusive of GST. Subject fee is in relation to face-to-face, distance and intensive study modes.]
3. [Applies per subject if enrolling before the early bird close date (except for assessment only study mode and CTA1 Foundations Intensive SP1 and SP2). Please note: Key dates and fees are subject to change without notice.]