University of Technology Sydney

25775 Superannuation and Financial Planning

Requisite(s): ((24 credit points of completed study in spk(s): C04048 Master of Finance OR 48 credit points of completed study in spk(s): C04258 Master of Finance (Extension) OR 24 credit points of completed study in spk(s): C07021 Graduate Diploma Finance)) OR (25742c Financial Management AND 25741c Capital Markets)
The lower case 'c' after the subject code indicates that the subject is a corequisite. See definitions for details.
These requisites may not apply to students in certain courses.
There are course requisites for this subject. See access conditions.



This subject examines the application of superannuation and retirement strategies to support the funding needs of retail clients through a comprehensive statement of advice. It commences with an introduction to the Australian superannuation industry, the three phases of superannuation and ends with application of strategies to enable retail clients to benefit from superannuation and retirement planning through a comprehensive financial plan.

Detailed subject description.

Access conditions

Note: The requisite information presented in this subject description covers only academic requisites. Full details of all enforced rules, covering both academic and admission requisites, are available at access conditions and My Student Admin.