Superannuation, Retirement and Estate Planning (9988.1)
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|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)
Learning outcomesOn 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 attributes1. 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
PrerequisitesIntroduction to Personal Financial Planning, 9987, or Introduction to Financial Planning, 6563.
- Strategic Financial Planning
Equivalent unitsStrategic Financial Planning, 6564.
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Lists of required texts/readings
Australian Master Financial Planning Guide, 2017-18, 20th Edition, CCH Australia.
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.
Required IT skills
Use of calculators, computer, web searching skills and familiarity with excel spreadsheet modelling is required