LAWS 3065 Retirement Planning

Credit Points 10

Legacy Code 200569

Coordinator Bruce Walker Opens in new window

Description This unit aims to provide a study of the laws which impact on advice and decisions relating to retirement planning, with a focus on identifying practical and strategic planning opportunities and outcomes. It forms part of the elective stream of financial planning. Some issues considered in this unit also have an impact in respect to investments, insurance and risk management, superannuation and taxation consequences.

School Law

Student Contribution Band HECS Band 4 10cp

Check your HECS Band contribution amount via the Fees page.

Level Undergraduate Level 3 subject

Pre-requisite(s) LAWS 1004

Equivalent Subjects LGYB 9953 - Retirement Planning

Learning Outcomes

On successful completion of this subject, students should be able to:
  1. evaluate the role of retirement planning as a core component of financial planning;
  2. demonstrate an ability to analyse government policy as it relates to retirement;
  3. relate superannuation strategies and products as they relate to retirement issues;
  4. identify and explain the impact of retirement planning issues on social security benefits.
  5. analyse retirement scenarios, formulate appropriate strategies and apply them to practical examples.

Subject Content

- The superannuation environment
- types of superannuation funds
- public Offer funds and self Managed superannuation funds
- superannuation Standards
- Tax Deductibility and Contributions
- taxation of superannuation funds
- retirement income streams
- social security Issues
- superannuation and Divorce
- Simplification of superannuation

Prescribed Texts

  • Australian Master Superannuation Guide (CCH, 16th ed, 2012/2013)

Teaching Periods

Structures that include subject