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Superannuation and Retirement Planning

Duration: 1 Teaching Period

Unit Code: FIN80023

Contact Hours: Recommended 8 hours of theory study per week plus 20 days of placement

Unit code: FIN80023
Duration: 1 Teaching Period
Contact hours: Recommended 8 hours of study per week

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

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