PRINCIPLES OF RETIREMENT AND ESTATE PLANNING
FIN3PRE
2014
Credit points: 15
Subject outline
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.
Faculty: Faculty of Business, Economics and Law
Credit points: 15
Subject Co-ordinator: Marc Olynyk
Available to Study Abroad Students: Yes
Subject year level: Year Level 3 - UG
Exchange Students: Yes
Subject particulars
Subject rules
Prerequisites: FIN2IFP OR FIN2FPL
Co-requisites: N/A
Incompatible subjects: FIN3REP
Equivalent subjects: FIN3REP
Special conditions: N/A
Learning resources
Readings
| Resource Type | Title | Resource Requirement | Author and Year | Publisher |
|---|---|---|---|---|
| Readings | Australian Superannuation Handbook - latest edition | Prescribed | Jones, S. | THOMSON REUTERS |
Melbourne, 2014, Semester 2, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Marc Olynyk
Class requirements
LectureWeek: 31 - 43
One 2.0 hours lecture other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
TutorialWeek: 31 - 43
One 1.0 hours tutorial other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
| Assessment element | Comments | % |
|---|---|---|
| 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 |