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Superannuation, Retirement and Estate Planning (11229.2)

Level: Level 3 - Undergraduate Advanced Unit
Credit Points: 3
HECS Bands:

Band 3 2013-2020 (Expires 31 Dec 2020) Band 4 2021 (Commenced After 1 Jan 2021) Band 5 2021 (Commenced Before 1 Jan 2021)

Faculty: Faculty of Business, Government & Law
Discipline: Canberra Business School


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Unit Outlines

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  • Semester 1, 2021, ON-CAMPUS, BRUCE (202696) - View
  • Semester 1, 2020, ON-CAMPUS, BRUCE (198288) - View
  • Semester 1, 2019, ON-CAMPUS, BRUCE (184859) - View

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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 and estate planning.

Learning Outcomes

After successful completion of this unit, students will be able to:

1. Demonstrate a solid understanding of relevant legal and professional requirements;

2. Recommend various strategies after analysing clients' financial situation;

3. Explain the importance of wealth creation, wealth protection and wealth preservation in retirement and estate planning;

4. Evaluate the impact of economic, client and regulatory changes on the effectiveness of superannuation, retirement and estate planning strategies; and

5. Evaluate the financial situation of the client in order to recommend suitable strategies relating to superannuation, retirement and estate planning.

Assessment Items

Contact Hours

One 2 hour lecture and one 1 hour tutorial on-campus per week.


11228 Introduction to Personal Financial Planning.



Assumed Knowledge


Incompatible Units


Equivalent Units

9988 Superannuation, Retirement and Estate Planning

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