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BTF4270 - Superannuation and retirement benefits

6 points, SCA Band 3, 0.125 EFTSL

Undergraduate, Postgraduate Faculty of Business and Economics

Leader(s): Dr Bill Orow

Offered

Caulfield Second semester 2009 (Evening)

Synopsis

This unit provides an analysis of the taxation and regulatory regime relating to superannuation and retirement benefits.

Objectives

The learning goals associated with this unit are to:

  • explain the superannuation system and regulatory regime in Australia
  • explain taxation of superannuation benefits upon contribution and distribution
  • identify planning issues and approaches to maximize superannuation and retirement benefits
  • identify and evaluate developments and proposals for reform
  • apply principles and methods.

Assessment

Within semester assessment (optional): 30%
Examination (3 hours, open-book/take-home): 70% or 100%

Contact hours

3 hours per week on-campus and/or intensive mode over summer (both 39 hours in total)

Prerequisites

BTX9651

Prohibitions

BTF5270

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