Superannuation, Retirement and Estate Planning (9988.1)

CLOSED FOR FUTURE ENROLMENT.

Availability

Unit Outlines

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• 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

Contact Hours

Thirty nine hours per semester.

Prerequisites

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

Corequisites

None.

Assumed Knowledge

NONE

Incompatible Units

Strategic Financial Planning, 6564

Equivalent Units

Strategic Financial Planning, 6564.