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.
School of Business
. 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
The following table summarises the assessment tasks for the online offering of FIN380 in Session 1 2020. Please note this is a guide only. Assessment tasks are regularly updated and can also differ to suit the mode of study (online or on campus).
The information contained in the CSU Handbook was accurate at the date of publication: May 2021. The University reserves the right to vary the information at any time without notice.