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Superannuation, Retirement and Estate Planning (9988.1)

Level: Undergraduate Second Year Level
Credit Points: 3
HECS Bands: 2, 3
Faculty: Faculty of Business, Government & Law
Discipline: School of Information Systems & Accounting

Availability

    Unit Outlines

    To view your Unit Outline, click View to log in to MyUC and access this information, or visit your unit's online teaching site.

    • Semester 1, 2018, ON-CAMPUS, BRUCE (177730) - View
    • Semester 1, 2017, ON-CAMPUS, BRUCE (166674) - View
    • Semester 1, 2016, ON-CAMPUS, BRUCE (149564) - View

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    Syllabus

    The unit aims to provide students with the knowledge and skills to develop more complex financial planning strategies for wealth creation, protection and preservation. Students will be able to evaluate alternative strategies and justify the appropriateness of recommendations in terms of meeting client needs. The focus will be on retirement planning, superannuation as a strategy and estate planning, this unit is designed to meet the Australian Securities and Investments Commission requirements for knowledge, skills and integrity at an appropriate educational level relative to the types of activities graduates undertake.

    Learning Outcomes

    On successful completion of this unit students will be able to:

    1. Demonstrate compliance with the legal and professional requirements;

    2. Develop and explain superannuation, wealth creation and wealth protection strategies;

    3. Explain the importance of wealth preservation in retirement and estate planning, and outline strategies for effective estate planning; and

    4. Evaluate the impact of economic, client and regulatory change on the effectiveness of strategies.

    Assessment Items

    Prerequisites

    None



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