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.

2023 teaching periods

Hawthorn

Higher Ed. Semester 2

Dates:
31 Jul 23 - 29 Oct 23

Results:
5 Dec 23

Last self enrolment:
13 Aug 23

Census:
31 Aug 23

Last withdraw without fail:
15 Sep 23
More teaching periods
Swinburne Online

Teaching Period 1		 Swinburne Online

Teaching Period 3

Dates:
13 Mar 23 - 11 Jun 23

Results:
4 Jul 23

Last self enrolment:
26 Mar 23

Census:
7 Apr 23

Last withdraw without fail:
28 Apr 23

Dates:
6 Nov 23 - 11 Feb 24

Results:
5 Mar 24

Last self enrolment:
19 Nov 23

Census:
1 Dec 23

Last withdraw without fail:
29 Dec 23

Prerequisites

FIN10003 Principles of Financial Planning
Anti-requisite (Similar in Content)

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 (ULO) 
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