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LocationDomesticInternational
Gold Coast
Online

Unit description

Introduces students to superannuation and retirement planning including an overview of the Australian superannuation system, the legal and regulatory framework, the superannuation lifecycle, contributions, taxation, and products (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 responsible superannuation and retirement planning and the provision of advisory recommendations to clients.     

Unit content

Topic 1a: The Australian Superannuation System

Topic 1b: The Legal and Regulatory Framework

Topic 2a: The Superannuation Lifecycle

Topic 2b: Superannuation Contributions

Topic 3a: Superannuation and Taxation

Topic 3b: Superannuation Products — Funds, Annuities and Savings Accounts

Topic 4a: Superannuation Products — SMSFs

Topic 4b: Superannuation Products — Insurance

Topic 5a: Superannuation and Family Law

Topic 5b: Retirement Planning

Topic 6a: Retirement Planning II

Topic 6b: 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.

On completion of this unit, students should be able to:
1demonstrate an understanding of the Australian superannuation system and regulatory and legal framework
2describe key components of the superannuation lifecycle, contributions and taxes
3identify and appraise superannuation and retirement products and apply to client specific situations
4develop strategies and provide advisory recommendations on superannuation and retirement planning (including social security).

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

  1. demonstrate an understanding of the Australian superannuation system and regulatory and legal framework
  2. describe key components of the superannuation lifecycle, contributions and taxes
  3. identify and appraise superannuation and retirement products and apply to client specific situations
  4. develop strategies and provide advisory recommendations on superannuation and retirement planning (including social security).

Prescribed texts

  • Prescribed text information is not currently available.
Prescribed texts may change in future study periods.

Teaching and assessment

Teaching method
Lecture online 1 hour (Weekly)
Tutorial on-site 2 hours (Weekly)
Assessment
Case study50%
Exam: open book50%

Teaching method
Lecture online 1 hour (Weekly)
Structured online learning 2 hours (Weekly)
Assessment
Case study50%
Exam: open book50%
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.

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