Course Coordinator:Hammad Siddiqi (hsiddiqu@usc.edu.au) School:School of Business and Creative Industries
UniSC Sunshine Coast |
Blended learning | Most of your course is on campus but you may be able to do some components of this course online. |
Please go to unisc.edu.au for up to date information on the
teaching sessions and campuses where this course is usually offered.
This course examines superannuation and retirement planning from a number of perspectives. In order to advise in this very technical area, it is necessary to be technically competent. As advisers are endeavouring to achieve the best possible outcome for their client, it is necessary to maintain a strong and clear client focus at all times. Superannuation has witnessed many reforms and changes since 1983. Many changes have occurred in the regulatory regime. The growth of self-managed superannuation funds (SMSF) is also a feature of the present superannuation environment. It is necessary to consider this changing environment in the context of a retirement income policy that aims for self-funded retirement.
| Activity | Hours | Beginning Week | Frequency |
| Blended learning | |||
| Lecture | 2hrs | Not applicable | Not Yet Determined |
| Tutorial/Workshop 1 | 1hr | Not applicable | Not Yet Determined |
200 Level (Developing)
12 units
| Course Learning Outcomes On successful completion of this course, you should be able to... | Graduate Qualities Completing these tasks successfully will contribute to you becoming... | |
| 1 | Use analytical thinking to identify, evaluate and solve problems in areas of financial planning. | Creative and critical thinker |
| 2 | Exhibit initiative and apply innovation and strategic thinking to make decisions in a professional context. | Empowered |
| 3 | Comprehend and interpret financial planning information and apply professional knowledge and information to solve financial planning issues. | Knowledgeable |
Refer to the UniSC Glossary of terms for definitions of “pre-requisites, co-requisites and anti-requisites”.
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Standard Grading (GRD)
| High Distinction (HD), Distinction (DN), Credit (CR), Pass (PS), Fail (FL). |
A formative on-line quiz will be made available to students to provide them with early feedback on their progress.
| Delivery mode | Task No. | Assessment Product | Individual or Group | Weighting % | What is the duration / length? | When should I submit? | Where should I submit it? |
| All | 1 | Case Study | Individual | 20% | 1,000 words |
Week 5 | Online Assignment Submission with plagiarism check |
| All | 2 | Case Study | Individual | 40% | 2,000 words |
Week 12 | Online Assignment Submission with plagiarism check |
| All | 3 | Examination - Centrally Scheduled | Individual | 40% | 2 hours |
Exam Period | Exam Venue |
| All - Assessment Task 1:Case study | |||||||||||||||||||
| Goal: | Apply the regulations relating to contributions and taxation to a real-life scenario and report information to clients. |
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| Product: | Case Study | ||||||||||||||||||
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| Format: | Individual written report. |
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| All - Assessment Task 2:Assignment | ||||||||||||||||
| Goal: | Demonstrate knowledge and application of superannuation legislation to a self-managed superannuation fund and present advice to clients. |
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| Product: | Case Study | |||||||||||||||
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| Format: | Individual written report for a client written in the first person. |
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| All - Assessment Task 3:Final examination | |||||||
| Goal: | Demonstrate knowledge and application of retirement and superannuation practice and theory |
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| Product: | Examination - Centrally Scheduled | ||||||
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| Format: | Individual. Two hour closed book examination based on multiple choice and short answer questions. |
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A 12-unit course will have total of 150 learning hours which will include directed study hours (including online if required), self-directed learning and completion of assessable tasks. Student workload is calculated at 12.5 learning hours per one unit.
Please note: Course information, including specific information of recommended readings, learning activities, resources, weekly readings, etc. are available on the course Canvas site– Please log in as soon as possible.
You need regular access to the resource(s) below. Many texts are available as ebooks through the Library at no additional cost.
| Required? | Author | Year | Title | Edition | Publisher |
| Required | Leow, J & Murphy, S | 2019 | Australian Master Superannuation Guide | 23rd | CCH Australia Limited |
| Required | Summers, J & Smith, B | 2010 | Communication skills handbook | n/a | John Wiley & Sons Australia, Ltd |
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Academic integrity is the ethical standard of university participation. It ensures that students graduate as a result of proving they are competent in their discipline. This is integral in maintaining the value of academic qualifications. Each industry has expectations and standards of the skills and knowledge within that discipline and these are reflected in assessment.
Academic integrity means that you do not engage in any activity that is considered to be academic fraud; including plagiarism, collusion or outsourcing any part of any assessment item to any other person. You are expected to be honest and ethical by completing all work yourself and indicating in your work which ideas and information were developed by you and which were taken from others. You cannot provide your assessment work to others. You are also expected to provide evidence of wide and critical reading, usually by using appropriate academic references.
In order to minimise incidents of academic fraud, this course may require that some of its assessment tasks, when submitted to Canvas, are electronically checked through Turnitin. This software allows for text comparisons to be made between your submitted assessment item and all other work to which Turnitin has access.
For more information on Academic Learning & Teaching categories including:
For more information, visit https://www.usc.edu.au/explore/policies-and-procedures#academic-learning-and-teaching
UniSC is committed to excellence in teaching, research and engagement in an environment that is inclusive, inspiring, safe and respectful. The Student Charter sets out what students can expect from the University, and what in turn is expected of students, to achieve these outcomes.