PRINCIPLES OF RETIREMENT AND ESTATE PLANNING
FIN3PRE
Not currently offered
Credit points: 15
Subject outline
In this subject you will receive an introduction to superannuation and retirement planning with a focus on major trends and features of the industry, the framework in which the industry operates and an examination of the role of superannuation and retirement planning within the financial planning process. You will also examine the estate planning discipline and the important role it plays in the financial planning process. You will learn to estimate the future financial needs of individuals in retirement, based on stated goals, and developing appropriate knowledge and skills required to devise optimal strategies for clients in both the accumulation and retirement phases of life. Various types of retirement plans will be evaluated, including superannuation funds, pensions, annuities and other insurance based products. In the area of estate planning, you will study the fundamental principles of estate planning, the interaction between estate and retirement planning and the application of estate planning to solve the needs of clients.
SchoolLa Trobe Business School
Credit points15
Subject Co-ordinatorMichael Li
Available to Study Abroad/Exchange StudentsYes
Subject year levelYear Level 3 - UG
Available as ElectiveNo
Learning ActivitiesClassroom activities and discussion, Analytical case study
Capstone subjectNo
Subject particulars
Subject rules
PrerequisitesFIN2FPL OR FIN2IFP
Co-requisitesN/A
Incompatible subjectsFIN3REP
Equivalent subjectsFIN3REP
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
ISBN9780864697943
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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