Superannuation, Retirement and Estate Planning (9988.1)

Please note these are the 2016 details for this unit
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Superannuation, Retirement and Estate Planning
Available teaching periods Delivery mode Location
View teaching periods
EFTSL Credit points Faculty
0.125 3 Faculty Of Business, Government & Law
Discipline Study level HECS Bands
School Of Information Systems & Accounting Level 2 - Undergraduate Intermediate 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 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.


Graduate attributes

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 - employ up-to-date and relevant knowledge and skills


Prerequisites

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

Corequisites

None.

Incompatible units

Strategic Financial Planning, 6564

Equivalent units

Strategic Financial Planning, 6564.

Assumed knowledge

None.
Year Location Teaching period Teaching start date Delivery mode Unit convener
Not available

Required texts

Lists of required texts/readings

.

Australian Master Financial Planning Guide, 2017-18,  20th Edition, CCH Australia.

ISBN: 978-1-925554-06-9

 

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

You will obtain a pass or better in this unit if you submit each assessment item,

and achieve at least 50 per cent of the total marks for the final examination

and obtain a final cumulative mark of at least 50 per cent.

Extension of time for assignment submission would be purely at the discretion of the unit convener.

A student who fails to submit assessment before the due date or within the extension granted, may be required 

to do another piece of assessment at the discretion of the unit convenor.

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

Not applicable

Required IT skills

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