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.

FacultyFaculty of Business, Economics and Law

Credit points15

Subject Co-ordinatorMarc Olynyk

Available to Study Abroad StudentsYes

Subject year levelYear Level 3 - UG

Exchange StudentsYes

Subject particulars

Subject rules

Prerequisites FIN2IFP OR FIN2FPL

Co-requisitesN/A

Incompatible subjects FIN3REP

Equivalent subjects FIN3REP

Special conditionsN/A

Readings

Resource TypeTitleResource RequirementAuthor and YearPublisher
ReadingsAustralian Superannuation Handbook - latest editionPrescribedJones, S.THOMSON REUTERS

Subject options

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Start date between: and    Key dates

Melbourne, 2014, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorMarc Olynyk

Class requirements

Lecture Week: 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.

Tutorial Week: 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 elementComments%
one 1,500-word analytical case study20
one 1-hour mid-semester test10
one 2-hour final examinationHurdle requirement: Students must achieve at least 40% in the final examination as well as an overall total of 50% to pass the subject70