University of Technology Sydney

79027 Retirement Planning (UG)

There are course requisites for this subject. See access conditions.


This subject introduces students to the law relating to the Australian retirement planning. This includes the options and process relevant to retirement and the related areas of superannuation, employment termination payments and financial services regulation.

Superannuation is core to retirement planning and an understanding of this area of the law is essential for professionals working in the retirement industry. In this subject, students explore the law relating to contributions to superannuation funds, the various types of superannuation funds and their regulation by statute and learn how to apply retirement planning laws to real-life problems and how to calculate tax payable on superannuation benefits and employment termination payments. The nature of members’ interest in superannuation funds and the law relating to payment of lump sum or pension benefits to members in retirement is also considered.

The subject also deals with the taxation treatment of contributions, income of superannuation funds and benefits paid to members in retirement. In addition, the critical related area of the impact of superannuation on death, bankruptcy and family law are addressed. Finally, the increasingly important process of dispute resolution and determination of complaints is also considered

Detailed subject description.

Fee information

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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.