Australia’s fourth oldest university, the University of Tasmania, is highly regarded internationally for teaching and academic excellence. The university offers more than 100 undergraduate degrees and more than 50 postgraduate programs across a range of disciplines. The university offers students a diverse range of opportunities, the chance to learn from leading experts, and excellent preparation for their future careers.
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.