Abstract
This subject introduces the student to the complex world of superannuation savings. The course examines the government policy behind superannuation and the historical, international and legal context of this policy. It considers the complex rules relating to contributing, investing, compliance, thresholds and indexations, and the use of superannuation as part … For more content click the Read More button below.
Syllabus
Retirement policyHistorical and international background to superannuationThe superannuation entityEstablishing a superannuation fund including taxationAdministration and compliance of fundsContributions to superannuation fundsBenefits from superannuation funds and reasonable benefit limitsInvestment policies and strategiesFamily law, bankruptcy and other legal issuesRetirement issues including social security, estate planning and termination paymentsRetirement income streamsSelf-managed superannuation fundsThe … For more content click the Read More button below.
Learning outcomes
Upon successful completion of this subject, students should:
1.
be able to demonstrate an understanding of how superannuation policy is placed within its historical, international and legal framework and understand the proposed amendments to be made to superannuation.
2.
be able to demonstrate an understanding of the complex sets of rules determining the taxation of superannuation contributions, earnings and withdrawals.
3.
be able to identify effective ways of saving for retirement
4.
show how superannuation and retirement income streams work within an estate plan
5.
be able to demonstrate an understanding of the rules and requirements for establishing and administering superannuation funds and selfmanaged superannuation funds.
6.
be able to demonstrate an understanding of the various retirement income products within the market.
Enrolment restrictions
Pre-requisite