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Unit of Study FINC2004 - Superannuation and Retirement Planning (2023)

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Unit Snapshot

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
  • Jones, S, 2022, Australian Superannuation Handbook 2022-23, Thomas Reuters, Australia. ISBN: 9780864696915.
  • McKeown, W, Olynyk, M, Ciancio, L and La, D, 2020, Financial Planning, Essentials Edition, 3rd edn, John Wiley and Sons Inc. ISBN: 9780730385738.
Prescribed Resources/Equipment
  • Access to a computer with a webcam and reliable internet connection.  Students will be required to complete an onboarding process to verify their identity before attempting the online exam in this unit.


Prescribed Learning Resources may change in future Teaching Periods.