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.
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.
|Unit name||Retirement Planning|
|Faculty/School||College of Business & Economics
Tasmanian School of Business and Economics
|Discipline||Accounting and Corporate Governance|
|Available as student elective?||No|
This unit is currently unavailable.
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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.
|LO1||Describe superannuation in the Australian context.|
|LO2||Analyse and calculate the taxation implications re superannuation.|
|LO3||Examine the variety of retirement and superannuation products and apply these to client specific situations.|
|LO4||Develop strategies and construct advisory recommendations on superannuation and retirement planning.|
|LO5||Demonstrate an appreciation of the Social Security environment.|
|Band||Field of Education|
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.
Internal Assessments (40%); Examination (60%).
|Timetable||View the lecture timetable | View the full unit timetable|
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.