BTF9191

Retirement planning, superannuation and social security

(BUS)

Associate Professor Stephen Barkoczy

6 points + 3 hours per week + First and second semester + Caulfield

Synopsis: Topics include taxation of superannuation funds; taxation of superannuation contributions; payments on retirement; approved deposit funds and rollovers; annuities; pensions; employee share plans; social security.

Assessment: Assignment (2500 words): 30% + Examination (3 hours, open-book): 70%