Superannuation G
Course Level Postgraduate
Course Level Postgraduate
Area/Catalogue
BANK 5045
Course Level
Postgraduate
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
166981
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 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.
Leow, J & Murphy, S 2021, Australian master superannuation guide 2021/22, 25th edn, Wolters Kluwer
Specific program | ||
---|---|---|
Program | Subject Area & Catalogue Number | Course Name |
DMFP | BANK 5042 | Introduction to Financial Planning G |
There are no course pre-requisites for students undertaking the following Masters pathway streams: Bachelor of Business (Economics, Finance and Trade) Pathway to Master of Finance (Financial Planning) (MPFP-DBIB); Bachelor of Business (Property) Pathway to Master of Finance (Financial Planning) (MPFP-DBPY); Bachelor of Business (Real Estate Practice) Pathway to Master of Finance (Financial Planning) (MPFP-DBRF).
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 N/A |
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.