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-ordinator
Available to Study Abroad/Exchange StudentsYes
Subject year levelYear Level 5 - Masters
Available as ElectiveNo
Learning ActivitiesN/A
Capstone subjectNo
Subject particulars
Subject rules
PrerequisitesFIN5FPL
Co-requisitesN/A
Incompatible subjectsN/A
Equivalent subjectsN/A
Quota Management StrategyN/A
Quota-conditions or rulesN/A
Special conditionsN/A
Minimum credit point requirementN/A
Assumed knowledgeN/A
Learning resources
Australian Superannuation Handbook
Resource TypeBook
Resource RequirementPrescribed
AuthorJones, S
YearN/A
Edition/Volumelatest edition
PublisherTHOMSON REUTERS
ISBNN/A
Chapter/article titleN/A
Chapter/issueN/A
URLN/A
Other descriptionN/A
Source locationN/A
Career Ready
Career-focusedNo
Work-based learningNo
Self sourced or Uni sourcedN/A
Entire subject or partial subjectN/A
Total hours/days requiredN/A
Location of WBL activity (region)N/A
WBL addtional requirementsN/A
Graduate capabilities & intended learning outcomes
Graduate Capabilities
Intended Learning Outcomes
Subject options
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