Availabilities:
Not currently available in 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.
Learning outcomes and graduate attributes
| On completion of this unit, students should be able to: | GA1 | GA2 | GA3 | GA4 | GA5 | GA6 | GA7 | |
|---|---|---|---|---|---|---|---|---|
| 1 | Demonstrate an understanding of superannuation in the Australian context. | Knowledge of a discipline | ||||||
| 2 | Describe the key components of superannuation structures and the three superannuation phases. | Knowledge of a discipline | ||||||
| 3 | Identify and explain the legal, regulatory and taxation implications of superannuation. | Ethical practice | Knowledge of a discipline | |||||
| 4 | Recognise changing demographics and the effects on superannuation and retirement issues. | Intellectual rigour | Ethical practice | Knowledge of a discipline | ||||
| 5 | Examine the variety of retirement and superannuation products and apply these to client specific situations. | Intellectual rigour | Ethical practice | Knowledge of a discipline | ||||
| 6 | Develop strategies and provide advisory recommendations on superannuation and retirement planning. | Intellectual rigour | Ethical practice | Knowledge of a discipline | ||||
| 7 | Demonstrate an understanding of the social security environment. | Knowledge of a discipline | ||||||
Teaching and assessment
Fee information
Domestic
Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2020 Commonwealth Supported only. Student contribution band: 3
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.