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.
School: La Trobe Business School (Pre 2022)
Credit points: 15
Subject Co-ordinator:
Available to Study Abroad/Exchange Students: Yes
Subject year level: Year Level 5 - Masters
Available as Elective: No
Learning Activities: N/A
Capstone subject: No
Subject particulars
Subject rules
Prerequisites: FIN5FPL
Co-requisites: N/A
Incompatible subjects: N/A
Equivalent subjects: N/A
Quota Management Strategy: N/A
Quota-conditions or rules: N/A
Special conditions: N/A
Minimum credit point requirement: N/A
Assumed knowledge: N/A
Learning resources
Australian Superannuation Handbook
Resource Type: Book
Resource Requirement: Prescribed
Author: Jones, S
Year: N/A
Edition/Volume: latest edition
Publisher: THOMSON REUTERS
ISBN: N/A
Chapter/article title: N/A
Chapter/issue: N/A
URL: N/A
Other description: N/A
Source location: N/A
Career Ready
Career-focused: No
Work-based learning: No
Self sourced or Uni sourced: N/A
Entire subject or partial subject: N/A
Total hours/days required: N/A
Location of WBL activity (region): N/A
WBL addtional requirements: N/A