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FIN380 Superannuation (8)

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 of an overall retirement plan.

+ Subject Availability Modes and Location

Session 1
OnlineBathurst 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

Duration Grading System School:
One sessionHD/FLSchool of Business

Enrolment restrictions

Prerequisite(s)
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 self-managed superannuation funds.
. be able to demonstrate an understanding of the various retirement income products within the market.

Syllabus

The 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

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The information contained in the 2018 CSU Handbook was accurate at the date of publication: 13 October 2017. The University reserves the right to vary the information at any time without notice.