Courses & Units

Retirement Planning BFA608

Hobart

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
College/School	College of Business & Economics Tasmanian School of Business and Economics
Discipline	Accounting and Accountability
Coordinator	Doctor Roger Colbeck
Delivered By	Delivered wholly by the provider
Level	Postgraduate

Availability

Location	Study period	Attendance options		Available to
Hobart	Semester 2
Hobart	5 Week Session Aug	On-Campus	Off-Campus	International International	Domestic Domestic

Key

: On-campus
: Off-Campus
: International students
: Domestic students

Key Dates

Study Period	Start date	Census date	WW date	End date
5 Week Session Aug	2/8/2021	9/8/2021	20/8/2021	5/9/2021
Semester 2	12/7/2021	10/8/2021	30/8/2021	17/10/2021

* 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 (refer to How do I withdraw from a unit? for more information).

Unit census dates currently displaying for 2021 are indicative and subject to change. Finalised census dates for 2021 will be available from the 1st October 2020. Note census date cutoff is 11.59pm AEST (AEDT during October to March).

About Census Dates

Learning Outcomes

Describe superannuation in the Australian context.
Analyse and calculate the taxation implications re superannuation.
Analyse retirement and superannuation products and make appropriate choices for client specific situations.
Develop strategies and provide advisory recommendations on superannuation and retirement planning.
Explain the Social Security environment with respect to superannuation and retirement planning.

Fee Information

Field of Education	Commencing Student Contribution ^1,3	Grandfathered Student Contribution ^1,3	Approved Pathway Course Student Contribution ^2,3	Domestic Full Fee ⁴
080101	$1,812.00	$1,419.00	not applicable	$2,702.00

Available as a Commonwealth Supported Place
HECS-HELP is available on this unit, depending on your eligibility³
FEE-HELP is available on this unit, depending on your eligibility⁴

¹ Please refer to more information on student contribution amounts.
² Please refer to more information on eligibility and Approved Pathway courses.
³ Please refer to more information on eligibility for HECS-HELP.
⁴ Please refer to more information on eligibility for FEE-HELP.

If you have any questions in relation to the fees, please contact UConnect or more information is available on StudyAssist.

Please note: international students should refer to What is an indicative Fee? to get an indicative course cost.

Teaching

Assessment	Test or quiz (15%)\|Project (50%)\|Case Study (35%)
Timetable	View the lecture timetable \| View the full unit timetable

Textbooks

Required	Required readings will be listed in the unit outline prior to the start of classes.
Links	Booktopia textbook finder

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