FIN30023 · Swinburne University of Technology
Retirement Planning
- Credit points
- 12.5
- Level
- 3
- Workload
- ≈ 13 h / week
- Faculty
- Business
What it covers
The unit aims to develop an understanding of retirement planning with a particular focus on the superannuation industry. Students are introduced to the complex world of superannuation saving industries in Australia and the process of transferring this wealth into a retirement plan. Government regulations and policies applicable to the superannuation industry will be discussed. The unit will cover topics such as superannuation funds, regulatory framework, investment decisions, superannuation taxation issues, allocated pensions, and aged care planning.
Assessment
| Task | Type | Weight |
|---|---|---|
| Assessment | Individual | 60% |
| Assignment 1 | Individual | 30% |
| Assignment 2 | Group | 30% |
When and where
Not offered in 2027, or offerings not published yet.