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 2021
| 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 Accountability |
| Coordinator | Unit Coordinator TBA |
| Level | Postgraduate |
| Available as student elective? | No |
| Breadth Unit? | No |
Availability
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).
Learning Outcomes
| LO1 | Describe superannuation in the Australian context. |
| LO2 | Analyse and calculate the taxation implications re superannuation. |
| LO3 | Analyse retirement and superannuation products and make appropriate choices for client specific situations. |
| LO4 | Develop strategies and provide advisory recommendations on superannuation and retirement planning. |
| LO5 | Explain the Social Security environment with respect to superannuation and retirement planning. |
Fees
Teaching
| Assessment | Mid-semester Test 15%, Application Questions and Case Study 35%, Capstone Project 50%. |
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| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required | Details of any required textbooks will be available in the Unit Outline. |
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The University reserves the right to amend or remove courses and unit availabilities, as appropriate.