FIN380 Superannuation (8)

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 of an overall retirement plan.

Subject Outlines
Current CSU students can view Subject Outlines for recent sessions. Please note that Subject Outlines and assessment tasks are updated each session.

Availability

Session 1 (30)
Online
Bathurst Campus

Continuing students should consult the SAL for current offering details: FIN380. Where differences exist between the Handbook and the SAL, the SAL should be taken as containing the correct subject offering details.

Subject Information

Grading System

HD/FL

Duration

One session

School

School of Business

Prerequisites

FIN331

Learning Outcomes

Upon successful completion of this subject, students should:
  • 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.
  • be able to demonstrate an understanding of the complex sets of rules determining the taxation of superannuation contributions, earnings and withdrawals.
  • be able to identify effective ways of saving for retirement
  • show how superannuation and retirement income streams work within an estate plan
  • be able to demonstrate an understanding of the rules and requirements for establishing and administering superannuation funds and selfmanaged superannuation funds.
  • be able to demonstrate an understanding of the various retirement income products within the market.

Syllabus

This subject will cover the following topics:

. Retirement policy . Historical and international background to superannuation . The superannuation entity . Establishing a superannuation fund including taxation . Administration and compliance of funds . Contributions to superannuation funds . Benefits from superannuation funds and reasonable benefit limits . Investment policies and strategies . Family law, bankruptcy and other legal issues . Retirement issues including social security, estate planning and termination payments . Retirement income streams . Self-managed superannuation funds . The role of the adviser . Case studies in retirement income planning

Contact

Current Students

For any enquiries about subject selection or course structure please contact Student Central or ask@csu.edu.au or phone on 1800 275 278.

Prospective Students

For further information about Charles Sturt University, or this course offering, please contact info.csu on 1800 334 733 (free call within Australia) or enquire online.

The information contained in the 2019 CSU Handbook was accurate at the date of publication: September 2018. The University reserves the right to vary the information at any time without notice.

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