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Superannuation, Retirement and Estate Planning (9988.1)

Level: Level 2 - Undergraduate Intermediate 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: School of Information Systems & Accounting



    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

    If a link to your Unit Outline is not displayed, please check back later. Unit Outlines are generally published by Week One of the relevant teaching period.


    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

    Contact Hours

    Thirty nine hours per semester.


    Introduction to Personal Financial Planning, 9987, or Introduction to Financial Planning, 6563.



    Assumed Knowledge


    Incompatible Units

    Strategic Financial Planning, 6564

    Equivalent Units

    Strategic Financial Planning, 6564.

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