12972 (v.3) Superannuation and Retirement Planning 321


 

Area:School of Business Law
Credits:25.0
Contact Hours:3.0
Lecture:1 x 2 Hours Weekly
Tutorial:1 x 1 Hours Weekly
Syllabus:Eligible termination payments and retirement income streams. History of superannuation, rights of beneficiaries, fund design, approved deposit funds, social security, the role of financial planning in pre-retirement, taxation concessions for contributions, reasonable benefit limits, roll-over products, taxation treatment of superannuation funds.
 
Unit Outcomes: On successful completion of this unit students will have - Knowledge of the great number of Australians facing a future in which they will need to support themselves throughout retirement. Understanding of superannuation and retirement planning issues. Provided optimal solutions for clients in both the accumulation and retirement phase.
Text and references listed above are for your information only and current as of September 30, 2003. Please check with the unit coordinator for up-to-date information.
Unit References: No prescribed references.
Unit Texts: CCH, (2003/2004). Australian Master Financial Planning Guide. Sydney, CCH.
 
Unit Assessment Breakdown: Assignment 45%. Final Examination 50%. Tutorial Participation 5%. This is by grade/mark assessment.
YearLocationPeriodInternalArea ExternalCentral External
2004Bentley CampusSemester 1  Y
2004Bentley CampusSemester 2Y  

 

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