PRINCIPLES OF RETIREMENT AND ESTATE PLANNING
Credit points: 15
Students will study the Australian superannuation and retirement industry in order to build upon their knowledge and understanding of the industry and to develop skills in developing optimal strategies for clients in both the accumulation and retirement phase of life. Australia's superannuation industry makes up a very large part of Australia's financial services sector and is a major part of the government's retirement policy. Various aspects of Australia's superannuation and retirement planning industry will be examined including: contributions, taxation, termination payments, self-managed superannuation funds, pensions and annuities and aged pension. The subject will also provide students with a sound understanding of the key aspects of estate planning. The subject addresses issues around managing an estate, intestacy, wills, superannuation death benefits and the use of testamentary trusts.
FacultyFaculty of Business, Economics and Law
Subject Co-ordinatorMarc Olynyk
Available to Study Abroad StudentsYes
Subject year levelYear Level 3 - UG
Prerequisites FIN2IFP OR FIN2FPL
Incompatible subjects FIN3REP
Equivalent subjects FIN3REP
|Resource Type||Title||Resource Requirement||Author and Year||Publisher|
|Readings||Australian Superannuation Handbook - latest edition||Prescribed||Jones, S.||THOMSON REUTERS|
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Melbourne, 2014, Semester 2, Day
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorMarc Olynyk
One 2.0 hours lecture other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
One 1.0 hours tutorial other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
|one 1,500-word analytical case study||20|
|one 1-hour mid-semester test||10|
|one 2-hour final examination||Hurdle requirement: Students must achieve at least 40% in the final examination as well as an overall total of 50% to pass the subject||70|