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Unit of Study FINC2004 - Superannuation and Retirement Planning (2021)

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Unit Snapshot

  • Enrolment information

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Unit description

Introduces students to superannuation and retirement planning including an overview of the Australian superannuation system, the legal and regulatory framework, the superannuation lifecycle, contributions, taxation, and products (funds, SMSFs and insurance). The unit also covers topics such as family law, retirement planning and social security. Students will engage in teacher directed activities and experiences relevant to responsible superannuation and retirement planning and the provision of advisory recommendations to clients.     

Unit content

Topic 1a: The Australian Superannuation System

Topic 1b: The Legal and Regulatory Framework

Topic 2a: The Superannuation Lifecycle

Topic 2b: Superannuation Contributions

Topic 3a: Superannuation and Taxation

Topic 3b: Superannuation Products — Funds, Annuities and Savings Accounts

Topic 4a: Superannuation Products — SMSFs

Topic 4b: Superannuation Products — Insurance

Topic 5a: Superannuation and Family Law

Topic 5b: Retirement Planning

Topic 6a: Retirement Planning II

Topic 6b: Social Security

Availabilities

Location Domestic International
Online
Study Period4
Study Period4

Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

On completion of this unit, students should be able to:

demonstrate an understanding of the Australian superannuation system and regulatory and legal framework

describe key components of the superannuation lifecycle, contributions and taxes

identify and appraise superannuation and retirement products and apply to client specific situations

develop strategies and provide advisory recommendations on superannuation and retirement planning (including social security).

Prescribed learning resources

Prescribed Texts
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Prescribed Learning Resources may change in future Teaching Periods.