Courses & Units

Retirement Planning BFA608

Note:

The 2020 unit offering details for the Graduate Diploma of Financial Planning are currently being confirmed. In the meantime, please contact U.Connect@utas.edu.au with any queries regarding this course.

Introduction

This unit 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 unit will enhance your knowledge of the matters relating to superannuation and retirement planning for advisors in the financial services industry. The unit examines both the merits and processes in investing in superannuation for retirement purposes. Working through this unit should help you understand the dynamics determining the responsibilities of investing with superannuation and the range of investment and legislative implications. The unit 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.

Summary

Unit name Retirement Planning
Unit code BFA608
Credit points 12.5
Faculty/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Accounting and Corporate Governance
Coordinator

Roger Colbeck

Level Postgraduate
Available as student elective? No
Breadth Unit? No

Availability

This unit is currently unavailable.

Note

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* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).

Unit census dates currently displaying for 2020 are indicative and subject to change. Finalised census dates for 2020 will be available from the 1st October 2020.

About Census Dates

Learning Outcomes

LO1Describe superannuation in the Australian context.
LO2Analyse and calculate the taxation implications re superannuation.
LO3Examine the variety of retirement and superannuation products and apply these to client specific situations.
LO4Develop strategies and construct advisory recommendations on superannuation and retirement planning.
LO5Demonstrate an appreciation of the Social Security environment.

Fees

Domestic

Band Field of Education
3 080101

Fees for next year will be published in October. The fees above only apply for the year shown.

Please note: international students should refer to this page to get an indicative course cost.

Teaching

Assessment

Internal Assessments (40%); Examination (60%).

TimetableView the lecture timetable | View the full unit timetable

Textbooks

Required

Details of any required textbooks will be available in the Unit Outline.

The University reserves the right to amend or remove courses and unit availabilities, as appropriate.