Search Swinburne Online
Expand Menu Close Menu
All Online Courses

Undergraduate

See more

Undergraduate

See more

Undergraduate

See more

Undergraduate

See more

Undergraduate

See more

Undergraduate

See more

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

Postgraduate

VET

VET

VET

Apply Today Course Guide
Online unit

Superannuation and Retirement Planning

Overview of the unit

About this unit

This unit will help students develop a comprehensive understanding of the superannuation system, including the benefits of retirement planning and the government incentives in place to encourage people to invest in superannuation. Students will investigate the pre and post-retirement savings regulatory environment as a means to meet the diverse needs of individual clients. Students will consider superannuation within a financial planning context, with the aim being to recommend superannuation strategies and products that work according to the client’s unique objectives and constraints.

Content

  • Superannuation benefits
  • Taxation systems
  • Retirement saving strategies
  • Capital adequacy
  • Government incentives
  • Statement of Advice
  • Financial advice technology
  • Proficient and professional communication

This unit is found in the Graduate Diploma of Financial Planning.