Superannuation, Retirement and Estate Planning (11229.2)
| 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) |
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 skills1. 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 PlanningAssumed knowledge
None.| Year | Location | Teaching period | Teaching start date | Delivery mode | Unit convener |
|---|---|---|---|---|---|
| 2024 | Bruce, Canberra | Semester 1 | 05 February 2024 | On-campus | Prof Milind Sathye |
| 2025 | Bruce, Canberra | Semester 1 | 03 February 2025 | On-campus | Prof Milind Sathye |
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 on the unit in the University library including the following:
Day, J.K, Banister. P., Davies, B., Campbell, J., Fitton, G.D., Flack, G., Graham, S., Hayes, T., Jones, S., Kiddell, R., & S. Prestney (2009) Australian Financial Planning Handbook, Thomson Reuters (Professional) Australia Ltd, Kew, VIC
Leow, J., & S. Murphy (2009) Australian Master Superannuation Guide 12th ed, CCH, Australia Ltd, North Ryde, 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 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.
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.
