Availabilities:

2021 unit offering information will be available in September 2020

Unit description

Introduces students to superannuation and retirement planning including an overview of the Australian superannuation industry, the legal and regulatory framework, the superannuation lifecycle, taxation, contributions and benefits, and products (such as funds, SMSFs and insurance). The unit also covers topics such as family law, retirement planning and social security. Students will engage in teacher directed activities and experiences relevant to contemporary superannuation and retirement planning and the provision of responsible advisory recommendations to clients.    

Unit content

Topic 1: The Australian Superannuation System

Topic 2: The Legal and Regulatory Framework

Topic 3: The Legal and Regulatory Framework II

Topic 4: The Superannuation Lifecycle

Topic 5: Superannuation and Taxation

Topic 6: Contributions and Benefits

Topic 7: Superannuation Products – Funds, Annuities and Savings Accounts

Topic 8: Superannuation Products – SMSFs

Topic 9: Superannuation Products – Insurance

Topic 10: Superannuation and Family Law

Topic 11: Retirement Planning

Topic 12: Social Security

 

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.

GA1: Intellectual rigour, GA2: Creativity, GA3: Ethical practice, GA4: Knowledge of a discipline, GA5: Lifelong learning, GA6: Communication and social skills, GA7: Cultural competence
On completion of this unit, students should be able to:GA1GA2GA3GA4GA5GA6GA7
1Demonstrate an understanding of superannuation in the Australian context.Knowledge of a discipline
2Describe the key components of superannuation structures and the three superannuation phases. Knowledge of a discipline
3Identify and explain the legal, regulatory and taxation implications of superannuation. Ethical practiceKnowledge of a discipline
4Recognise changing demographics and the effects on superannuation and retirement issues. Intellectual rigourEthical practiceKnowledge of a discipline
5Examine the variety of retirement and superannuation products and apply these to client specific situations.Intellectual rigourEthical practiceKnowledge of a discipline
6Develop strategies and provide advisory recommendations on superannuation and retirement planning.Intellectual rigourEthical practiceKnowledge of a discipline
7Demonstrate an understanding of the social security environment.Knowledge of a discipline

On completion of this unit, students should be able to:

  1. Demonstrate an understanding of superannuation in the Australian context.
    • GA4: Knowledge of a discipline
  2. Describe the key components of superannuation structures and the three superannuation phases.
    • GA4: Knowledge of a discipline
  3. Identify and explain the legal, regulatory and taxation implications of superannuation.
    • GA3: Ethical practice
    • GA4: Knowledge of a discipline
  4. Recognise changing demographics and the effects on superannuation and retirement issues.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
    • GA4: Knowledge of a discipline
  5. Examine the variety of retirement and superannuation products and apply these to client specific situations.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
    • GA4: Knowledge of a discipline
  6. Develop strategies and provide advisory recommendations on superannuation and retirement planning.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
    • GA4: Knowledge of a discipline
  7. Demonstrate an understanding of the social security environment.
    • GA4: Knowledge of a discipline

Teaching and assessment

Notice

Intensive offerings may or may not be scheduled in every session. Please refer to the timetable for further details.

Southern Cross University employs different teaching methods within units to provide students with the flexibility to choose the mode of learning that best suits them. SCU academics strive to use the latest approaches and, as a result, the learning modes and materials may change. The most current information regarding a unit will be provided to enrolled students at the beginning of the study session.

Fee information

Domestic

Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.

Fee paying courses
For postgraduate or undergraduate full fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees

International

Please check the international course and fee list to determine the relevant fees.

+