Retirement Planning
PostgraduateTAS-BFA6082024
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- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- Part of a degree
- Duration
- 14 weeks
- Start dates
- 22 July 2024
FEE-HELP available
Retirement Planning
About this subject
Upon completion of this subject, the student should be able to:
- Describe superannuation in the Australian context.
- Analyse and calculate the taxation implications re superannuation.
- Evaluate retirement and superannuation products including Socially Responsible Investing (SRI) and make appropriate choices for client specific situations.
- Develop strategies and provide advisory recommendations on superannuation and retirement planning.
- Explain the Social Security environment with respect to superannuation and retirement planning.
- Introduction to Superannuation
- Types of Superannuation Funds
- Superannuation Legislation and Regulation
- Eligibility Contribution Requirements
- Superannuation Deductibility and Contributions
- Self-managed Superannuation Funds
- Investing in Superannuation
- Taxation Aspects and Fund Administration
- Living in Retirement
- Social Security
- Aged-care and Other Relevant Topics
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.
- Test - a series of theoretical and practical questions including short answer and mini case studies (25%)
- Capstone project (40%)
- Application Questions and Case Study (35%)
For textbook details check your university's handbook, website or learning management system (LMS).
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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.
Related degrees
Once you’ve completed this subject it can be credited towards one of the following courses
Graduate Diploma of Financial Planning
PostgraduateTAS-MFP-GDI
Master of Professional Accounting
PostgraduateTAS-MPA-MAS