RETIREMENT AND ESTATE PLANNING
FIN5REP
Not currently offered
Credit points: 15
Subject outline
The subject will provide a thorough overview of the superannuation and the retirement industry, the framework in which the industry operates and an examination of the role of superannuation and retirement planning within the financial planning process. The subject will include a comprehensive study of different types of superannuation funds, the regulatory framework, funding and benefit structures, investment issues, taxation of superannuation funds and superannuation benefits and the various issues involved in effective retirement planning. The interaction between superannuation and Australia's social security and estate planning system will also be examined.
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 5 - Masters
Exchange Students: Yes
Subject particulars
Subject rules
Prerequisites: FIN5FPL
Co-requisites: N/A
Incompatible subjects: N/A
Equivalent subjects: N/A
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 |