301338 (v.3) Superannuation and Retirement Planning 521
| 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 and taxation treatment of superannuation funds. |
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| 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. |
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| Unit Assessment Breakdown: | Assignment 45%. Final Examination 50%. Tutorial Participation 5%. This is by grade/mark assessment. |
| Year | Location | Period | Internal | Area External | Central External | | 2004 | Bentley Campus | Semester 1 | Y | | | |
Current as of: February 2, 2004
CRICOS provider code 00301J
