Advanced Superannuation and Retirement Planning - 2016

To enrol in this unit, you must be accepted into a course from the provider. Read before you start

Unit summary


  • Level of Study: Postgraduate
  • Study load: 0.125 EFTSL
  • Delivery method: Fully Online
  • Prerequisites: Yes
  • Duration: 13 weeks
  • Government loans available: FEE-HELP
  • Availability for 2016: SP3
  • Availability for 2017: SP3
  • Assessment: Case Study (25%) , Case Study 2 (25%) - Learn more

Unit provided by

2016 Fees
Domestic 3,375.00
International 3,625.00

This unit explores taxation issues related to superannuation and retirement planning.

Please Note:  If it’s your first time studying a Curtin University unit you’ll need to complete their compulsory ‘Academic Integrity Program’. It only takes two hours to complete online, and provides you with vital information about studying with Curtin University. The Academic Integrity Program is compulsory, so if it’s not completed your unit grades will be withheld.

Find out more about the Academic Integrity module.

At the completion of this unit students will be able to:

  1. identify and examine the legislation behind the superannuation industry and how this affects the operation of superannuation funds
  2. explain and analyse the various taxes applied to superannuation
  3. evaluate how self-managed superannuation funds operate
  4. determine which individuals will be able to access the small business concessions.
  • Case Study (25%)
  • Case Study 2 (25%)
  • Invigilated Exam (50%)
For more information on invigilated exams see Exams and results

Mandatory prerequisites

You must have successfully completed the following unit(s) before starting this unit:

If you have completed equivalent study at another university, please contact a Student Advisor for advice.

In order to enrol in this unit, you must be accepted into one of the following courses:

Please visit the course details page and read the Requirements tab for more information about eligibility.

This unit addresses the following topics.

1Introduction to superannuation and retirement planning
2Regulation of superannuation funds
3Contribution rules
4Preservation standards
5Superannuation benefits payments
6Employment termination payments
7Self-managed superannuation funds
8Retirement income streams
9Centrelink payments
10Small business exemptions
11Superannuation and divorce

This unit is delivered using the following methods and materials:

Instructional Methods

  • Web links

Online materials

  • Printable format materials
  • Resources and Links

This unit is a core requirement in the following courses:

This unit may be eligible for credit towards other courses:

  1. Many undergraduate courses on offer through OUA include 'open elective' where any OUA unit can be credited to the course. You need to check the Award Requirements on the course page for the number of allowed open electives and any level limitations.
  2. In other cases, the content of this unit might be relevant to a course on offer through OUA or elsewhere. In order to receive credit for this unit in the course you will need to supply the provider institution with a copy of the Unit Profile in the approved format, which you can download here. Note that the Unit Profile is set at the start of the year, and if textbooks change this may not match the Co-Op textbook list.

Textbooks are subject to change within the academic year. Students are advised to purchase their books no earlier than one to two months before the start of a unit.

Click on the titles of the listed books below to find out more:

Required textbooks

  • Australian Superannuation Handbook 2016-17

    By:Stuart Jones

    ISBN: 9780864699367


    Supplier:Go to The Co-op Bookshop

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