FPL201 Superannuation and Retirement PlanningUpdated: 21 March 2019
|Supervised Exam||There is no supervised examination.|
|Restrictions||AFM367 or AFM467 or AFM567 or FIN202 or FIN302|
|Coordinator(s)||Cynthia Shannon (email@example.com)|
This unit provides students with an understanding of the different phases of superannuation, their regulation and the taxation implications for contributing to superannuation, retaining investments in superannuation and withdrawing funds from superannuation.
This unit will include study topics that address who regulates super funds; who can contribute, to super; how much can be contributed; taxation implications; responsibility of trustees; when super can be accessed; lump sum benefits versus pension benefits; retirement planning strategies and taxation on death benefits.
|Materials||No text required|
|Disclaimer||Unit information may be subject to change prior to commencement of the teaching period.|
|Learning Outcomes (LO)||
Upon completion of this unit, students will be able to: