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UO Superannuation G
Course Level Postgraduate
Area/Catalogue
BANK 5051
Course Level
Postgraduate
Study Method
100% online
Course ID
168204
Unit Value
4.5
UniSA Online Elective Course
Yes
Duration
10 weeks
Fees
View fees for this course
This course has not been
timetabled for 2024.
Course aim
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 content
Superannuation environment: brief history, social implications of retirement, funding requirement for retirement, regulatory environment, complying funds, nature and limits of investments, fund types and characteristics; self-managed superannuation funds (SMSF): role, establishment, operation and requirements; superannuation contributions and tax: contribution types, tax implications of contributions and investments, Superannuation Guarantee (SG) and contribution rules; fund preservation and release: preserved and non- preserved benefits, restricted and non-restricted benefits, types of condition of release; superannuation benefits: tax free and taxable components of benefits, lump sum, account-based pension, income streams, tax implication of benefits payments, commutation, social security benefits and superannuation retirement planning; death benefits: superannuation and tax laws applicable for death benefits, proportioning rule, identification of beneficiaries and nomination of beneficiaries.
Textbooks
Leow, J & Murphy, S 2021, Australian master superannuation guide 2021/22, 25th edn, Wolters Kluwer
Prerequisites
Nil
Corequisite(s)
Nil
Teaching Method
Component | Duration | ||
---|---|---|---|
EXTERNAL, ONLINE ACTIVITY | |||
Online | 35 hours x N/A |
Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.
Assessment
Examination, Presentation
Fees
EFTSL*: 0.125
Commonwealth Supported program (Band 4C)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
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Fee-paying program for domestic and international students
International students and students undertaking this course as part of a postgraduate fee paying program must refer to the relevant program home page to determine the cost for undertaking this course.
Non-award enrolment
Non-award tuition fees are set by the university. To determine the cost of this course, go to:
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Not all courses are available on all of the above bases, and students must check to ensure that they are permitted to enrol in a particular course.
* Equivalent Full Time Study Load. Please note all EFTSL values are published and calculated at ten decimal places. Values are displayed to three decimal places for ease of interpretation