Superannuation
Course Level Undergraduate
Course Level Undergraduate
Area/Catalogue
BANK 3014
Course Level
Undergraduate
Offered Externally
Yes
Note: This offering may or may not be scheduled in every study period. Please refer to the timetable for further details.
Course ID
166603
Unit Value
4.5
University-wide elective course
No
The 2025 timetable is
not yet available.
Course owner
UniSA Business
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.
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; requirements. Superannuation contributions and tax: contribution types; tax implications of contributions and investments; Superannuation Guarantee (SG); 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; nomination of beneficiaries.
Leow, J & Murphy, S 2021, Australian master superannuation guide 2021/22, 25th edn, Wolters Kluwer
Common to all relevant programs | |
---|---|
Subject Area & Catalogue Number | Course Name |
BANK 2008 | Introduction to Financial Planning |
COML 2005 | Companies and Partnership Law |
Nil
Component | Duration | ||
---|---|---|---|
INTERNAL, CITY WEST | |||
Preparatory | 1 x 1 week | ||
Lecture | 1.5 hours x 10 weeks | ||
Lecture (Virtual) | 1.5 hours x 10 weeks | ||
Tutorial | 2 hours x 10 weeks | ||
EXTERNAL, CITY WEST, ONLINE | |||
External | 35 hours x NA |
Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.
Examination, Presentation, Problem solving exercise
EFTSL*: 0.125
Commonwealth Supported program (Band 4C)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
How to determine your Commonwealth Supported course fee. (Opens new window)
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:
How to determine the relevant non award tuition fee. (Opens new window)
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.