Retirement Planning

About this subject

• What you'll learn

  Upon completion of this subject, the student should be able to:

  1. Describe superannuation in the Australian context.
  2. Analyse and calculate the taxation implications re superannuation.
  3. Evaluate retirement and superannuation products including Socially Responsible Investing (SRI) and make appropriate choices for client specific situations.
  4. Develop strategies and provide advisory recommendations on superannuation and retirement planning.
  5. Explain the Social Security environment with respect to superannuation and retirement planning.

• Topics covered

• Description

• Assessments

• Textbooks

• About University of Tasmania

Entry requirements

Part of a degree

To enrol in this subject you must be accepted into one of the following degrees:

Core

• TAS-MFP-GDI-2024 - Graduate Diploma of Financial Planning

Elective

• TAS-MPA-MAS-2024 - Master of Professional Accounting

Additional requirements

• Other requirements - Teaching Arrangement: The 12 topics /weeks are for students to use as readings and source material. For each of the Topics there are workshop Powerpoint slides, online presentation material and video interviews that introduce key concepts.

Study load

0.125 EFTSL

This is in the range of 10 to 12 hours of study each week.

Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.

Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.