Superannuation and Retirement
Obtain a thorough understanding of the way superannuation and retirement planning work.
Uncover the underlying ideological principles that govern superannuation practices. Research retirement planning strategies like investment allocation.
Your upfront cost: $0
Subjects may require attendance
- 30 Aug 2021
Australia's largest dual-sector institute, offering both TAFE and higher education, RMIT University proudly delivers work-related education and practical research relevant to current business and community needs. More than 60,000 students study with RMIT, and many of their degrees are available through Open Universities Australia.
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At the completion of this subject you will be able to:
- Compare the different types of superannuation and superannuation funds available in Australia and the benefits to the economy and society.
- Assess the regulatory environment in which the superannuation system operates and the impact of the various regulatory bodies on the financial planning industry.
- Analyse the various taxes applied to superannuation and compare tax treatments of deposits and withdrawals of funds from superannuation accounts.
- Examine the operation of self-managed superannuation funds and the role and obligations of superannuation fund trustees in Australia.
- Compare various investment options and strategies appropriate to retirees in the context of broader social and financial issues.
- Use financial planning tools to assess clients’ individual retirement plans and address critical issues
- Please refer to RMIT University’s Learning Management System - Canvas, for further details.
You are recommended to have completed the following subjects(s) or have equivalent knowledge before starting this subject:
No special requirements
Please note: This subject was previously known as Superannuation and Retirement Planning.
In this subject you will explore retirement planning with a particular focus on the role of superannuation in Australia. The subject will include a comprehensive study of superannuation funds, funding process, benefit structures, regulatory framework, investment decisions, taxation issues and administration requirements. Also included will be a consideration of the different forms of retirement income planning in the economy and issues, which impact on retirees at different stages of their life.
- Assessment Task 1 (Linked CLOs: 1, 2) (10%)
- Assessment Task 2 (Linked CLOs: 2, 3, 4, 6) (50%)
- Assessment Task 3 (Linked CLOs: 1, 2, 3, 5) (40%)
Current study term: 29 Aug 21 to 28 Nov 21
Check the learning management system (LMS) of your university for textbook details.