Retirement Planning

FIN30023 12.5 Credit Points Hawthorn, Online, Sarawak Available to incoming Study Abroad and Exchange students

Duration

  • One Semester or equivalent
     
     
     

Contact hours

  • 24 hours Face to Face + Blended + Swinburne Online

On-campus unit delivery combines face-to-face and digital learning. For Online unit delivery, learning is conducted exclusively online.

2022 teaching periods

Hawthorn

Higher Ed. Semester 2

Dates:
1 Aug 22 - 30 Oct 22

Results:
6 Dec 22

Last self enrolment:
14 Aug 22

Census:
31 Aug 22

Last withdraw without fail:
16 Sep 22


Prerequisites

FIN10003 Principles of Financial Planning
 
Anti-requisite (Similar Content)
FIN30019 Retirement and Estate Planning 

Aims and objectives

The unit aims to develop an understanding of retirement planning with a particular focus on the superannuation industry. Students are introduced to the complex world of superannuation saving industries in Australia and the process of transferring this wealth into a retirement plan. Government regulations and policies applicable to the superannuation industry will be discussed. The unit will cover topics such as superannuation funds, regulatory framework, investment decisions, superannuation taxation issues, allocated pensions, and aged care planning.
 
Unit Learning Outcomes: Students who successfully complete this unit will be able to:
 
1. Demonstrate an understanding of the nature of the Australian superannuation industry and evaluate a range of retirement products and structures
2. Demonstrate specialist knowledge of taxation on superannuation funds and the impact of the various regulatory bodies on the financial planning industry
3. Develop strategies and recommendations on superannuation and retirement planning based on clients’ specific requirements
4. Demonstrate an understanding of the aged care sector and taxation implications of death benefits
5. Work effectively in teams

Courses with unit

New unit from 2023 (will replace FIN30019)