This subject will encompass the role of the professional financial adviser in the areas of superannuation and retirement planning within the context of social security systems. Students will analyse and evaluate the taxation and legal requirements of superannuation funds, retirement and benefits in the establishment and management of these income streams.

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Superannuation and Retirement Planning

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CO5236 - Superannuation and Retirement Planning

Evaluate and apply the appropriate sections of the Superannuation Industry Supervision Act 1993 (SIS) to a selection of financial advising scenarios in an Australian context

Examine a variety of retirement and superannuation products and appraise and develop superannuation and retirement planning advice for a range of client scenarios

Select and report on relevant regulatory frameworks including social security and taxation issues in relation to superannuation and retirement advice

Formulate and critically analyse advisory recommendations on superannuation, social security and retirement planning for a range of client circumstances