fin5rep retirement and estate planning
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.
SchoolLa Trobe Business School
Credit points15
Subject Co-ordinatorMarc Olynyk
Available to Study Abroad StudentsYes
Subject year levelYear Level 5 - Masters
Exchange StudentsYes
Subject particulars
Subject rules
Prerequisites FIN5FPL
Co-requisitesN/A
Incompatible subjectsN/A
Equivalent subjectsN/A
Special conditionsN/A
Learning resources
Readings
| Resource Type | Title | Resource Requirement | Author and Year | Publisher |
|---|---|---|---|---|
| Readings | Australian Superannuation Handbook - latest edition | Prescribed | Jones, S | THOMSON REUTERS |
Subject options
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