Course overview
To develop understanding of superannuation as a saving and wealth creation vehicle; the financial planning principles and advice involved in superannuation investment strategy; and tax implications associated with superannuation and retirement planning.
Course learning outcomes
- Summarise the functions of the superannuation industry and its legislative requirements, and analyse their implications for industry participants and the conduct of their business.
- Appraise the role of superannuation as a savings and investment vehicle for the funding of retirement benefits.
- Analyse the stages of superannuation, contribution, accumulation, and receipt of benefits, and the tax considerations and strategies associated with each stage.
- Evaluate the preservation of superannuation benefits and draw conclusions on the conditions relevant to their release.
- Investigate the relationships between superannuation and estate planning, and assess and apply these links to the development of financial plans over the client's financial life-cycle.
- Demonstrate Business Enterprise Skills in the context of the Financial Planning discipline: i) Problem Solving (intermediate level); and ii) Written Communication (intermediate level).