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Subjects may require attendance
QS RANKING 2020
Times Higher Education Ranking 2020
Upon successful completion of this subject, students should be able to:
- Describe superannuation in the Australian context
- Analyse and calculate the taxation implications with regards to superannuation
- Examine the variety of retirement and superannuation products and apply these to client specific situations
- Develop strategies and construct advisory recommendations on superannuation and retirement planning
- Demonstrate an appreciation of the social security environment
In order to enrol in this subject, you must be accepted into one of the following degrees:
No special requirements
This subject provides background information on the demographic trends in Australia and gives an overview of the compulsory superannuation system that operates within Australia. Within the financial planning industry, retirement planning forms an important part of advisory services. This subject will enhance your knowledge of the matters relating to superannuation and retirement planning for advisors in the financial services industry. The subject examines both the merits and processes in investing in superannuation for retirement purposes. Working through this subject should help you understand the dynamics determining the responsibilities of investing with superannuation and the range of investment and legislative implications.
The subject will cover other important considerations necessary for participants of the superannuation industry and features including, taxation concessions, allowable contributions and income streams, setting up and winding down a SMSF, estate planning and social security.
- Online test (6%)
- Online test (6%)
- Invigilated exam (60%)
- Individual written assessment (22%)
- Tutorial participation (6%)