Superannuation, Retirement and Estate Planning (11229.2)

Please note these are the 2023 details for this unit
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Superannuation, Retirement and Estate Planning
Available teaching periods Delivery mode Location
View teaching periods On-campus
 Bruce, Canberra
EFTSL Credit points Faculty
0.125 3 Faculty Of Business, Government & Law
Discipline Study level HECS Bands
Canberra Business School Level 3 - Undergraduate Advanced Unit Band 4 2021 (Commenced After 1 Jan 2021)
Band 4 2021 (Commenced After 1 Jan Social Work_Exclude 0905)
Band 5 2021 (Commenced Before 1 Jan 2021)
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.


Graduate attributes

1. UC graduates are professional - employ up-to-date and relevant knowledge and skills
1. UC graduates are professional - communicate effectively
1. UC graduates are professional - use creativity, critical thinking, analysis and research skills to solve theoretical and real-world problems
1. UC graduates are professional - work collaboratively as part of a team, negotiate, and resolve conflict
1. UC graduates are professional - display initiative and drive, and use their organisation skills to plan and manage their workload
1. UC graduates are professional - take pride in their professional and personal integrity
2. UC graduates are global citizens - think globally about issues in their profession
2. UC graduates are global citizens - adopt an informed and balanced approach across professional and international boundaries
2. UC graduates are global citizens - understand issues in their profession from the perspective of other cultures


Prerequisites

11228 Introduction to Personal Financial Planning.

Corequisites

None.

Incompatible units

None.

Equivalent units

9988 Superannuation, Retirement and Estate Planning

Assumed knowledge

None.
Year Location Teaching period Teaching start date Delivery mode Unit convener
2026 Bruce, Canberra Semester 1 16 February 2026 On-campus Ms Patricia Ryan
Not available

Required texts

Australian Master Financial Planning Guide, 2022-23, 24th edition, CCH Australia. 

ISBN: 9781922509826 (Book)
ISBN: 9781922509833 (eBook)

Recommended readings:

From time to time you may find it useful to consult newspapers and journals such as;

- The Australian, Accounting & Finance, Australian Financial Review, Business Review Weekly, National Accountant, Financial Planning, Asset.

Each of these is available in UC library or online in electronic format.

There is also a range of excellent textbooks some of which are available on the unit in the University library:

Leow, J., & S. Murphy (2025) Australian Master Superannuation Guide 29th ed., CCH Australia, Macquarie Park, NSW.

Fox, J. (2025) Australian Superannuation Handbook 2025–26 ed., Thomson Reuters, Pyrmont, NSW.

CCH Editors (2025) Self-Managed Superannuation Fund Guide latest ed., CCH Australia, Macquarie Park, NSW.

Whittaker, N. (2025) Super Made Simple latest ed., Simon & Schuster Australia, Sydney, NSW.

Dickinson, D. (2022) Estate Planning latest ed., LexisNexis Butterworths, Chatswood, NSW.

Submission of assessment items

Special assessment requirements

To obtain a pass grade in the unit:

1. The students must obtain a minimum of overall 50% marks.

2. The student must attempt and submit all assessment items as indicated in this unit outline.

3. Students must obtain a minmum of 50% marks in the final exam.

Supplementary assessment

Refer to the Assessment Policy and Assessment Procedures.

Use of AI in this unit

Use of AI is not permitted in this unit. The University's position is that artificial intelligence services must not be used for assessment or assessment preparation by students unless explicitly allowed in the assessment instructions for an assessment task published with the assessment task and/or in the unit outline. That is, an AI service may only be used if:
a) its use is authorised by the unit convener as part of the specified task; and
b) it is used in the way allowed in the assessment instructions and/or unit outline; and
c) its use is appropriately referenced, meaning that the students must reference the use of AI in their assessment in the same way as they reference other source material.
The use of AI has not been specified in the assessment instructions for the unit or in the unit outline and thus, AI is not a permissible resource.

Students must apply academic integrity in their learning and research activities at UC. This includes submitting authentic and original work for assessments and properly acknowledging any sources used.

Academic integrity involves the ethical, honest and responsible use, creation and sharing of information. It is critical to the quality of higher education. Our academic integrity values are honesty, trust, fairness, respect, responsibility and courage.

UC students have to complete the Academic Integrity Module annually to learn about academic integrity and to understand the consequences of academic integrity breaches (or academic misconduct).

UC uses various strategies and systems, including detection software, to identify potential breaches of academic integrity. Suspected breaches may be investigated, and action can be taken when misconduct is found to have occurred.

Information is provided in the Academic Integrity Policy, Academic Integrity Procedure, and University of Canberra (Student Conduct) Rules 2023. For further advice, visit Study Skills.

Participation requirements

No participation requirements

Required IT skills

Use of calculators, computer, web searching skills and familiarity with excel spreadsheet modelling is required

Work placement, internships or practicums

Not applicable.