fin5rep retirement and estate planning



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


Incompatible subjectsN/A

Equivalent subjectsN/A

Special conditionsN/A

Learning resources


Resource TypeTitleResource RequirementAuthor and YearPublisher
ReadingsAustralian Superannuation Handbook - latest editionPrescribedJones, STHOMSON REUTERS

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Subject not currently offered - Subject options not available.