Retirement and Estate Planning

FIN30019 12.5 Credit Points Hawthorn, Online


  • 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.

Aims and objectives

This unit develops an understanding of retirement planning with a particular focus on the superannuation industry and estate planning. 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 and estate planning will be discussed. The unit will cover topics such as superannuation funds, regulatory framework, investment decisions, superannuation taxation issues, allocated pensions, power of attorney, succession planning and the taxation implications of death benefits.
Unit Learning Outcomes (ULO)
On successful completion of this unit students 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 a specialist knowledge of taxation on superannuation funds and the impact of the various regulatory bodies on the financial planning industry.
3. Use financial advice technologies to develop strategies and recommendations on superannuation and retirement planning, based on clients’ specific requirements.
4. Evaluate appropriate estate planning processes and assess the role of powers of attorney, estate planning, trusts, wills and taxation implications of death benefits.
5. Work effectively in diverse teams.