Superannuation

Undergraduate | 2026

Course page banner
area/catalogue icon
Area/Catalogue
BAFI 2001
Course ID icon
Course ID
200304
Level of study
Level of study
Undergraduate
Unit value icon
Unit value
6
Course level icon
Course level
2
Study abroad and student exchange icon
Inbound study abroad and exchange
Inbound study abroad and exchange
The fee you pay will depend on the number and type of courses you study.
Yes
University-wide elective icon
University-wide elective course
Yes
Single course enrollment
Single course enrolment
Yes
alt
Note:
Course data is interim and subject to change

Course overview

This course aims to develop learners’ understanding of: superannuation as a saving and wealth creation vehicle, superannuation’s history and the social and regulatory frameworks it operates within; requirements for compliance and limitations placed on superannuation vehicles; contributions, preservation, conditions of release, and retirement drawdowns; and forms of superannuation benefits. These understandings are embedded within the financial planning principles and advice involved in superannuation investment strategy, superannuation relationships with social security and estate planning, and detailed knowledge of the complexities of the tax implications associated with superannuation and retirement planning, preparing the learner for professional practice.

  • Introduction To Superannuation: History, Overview And Types Of Funds
  • Regulation And Operation Of Superannuation Funds
  • Planning Considerations And The Age Pension
  • The Taxation Of Superannuation
  • Contributions
  • Fund Preservation And Conditions Of Release
  • Superannuation Benefit Payments
  • Superannuation Death Benefits
  • Retirement Planning Strategies
  • Self-Managed Superannuation Funds

Course learning outcomes

  • Review the functions of the superannuation industry and its legislative requirements for industry participants
  • Appraise the role of superannuation as a savings and investment vehicle for the funding of retirement benefits
  • Analyse the phases of superannuation, tax considerations and appropriate strategies associated with each phase
  • Explain the preservation of superannuation benefits and conditions of release
  • Investigate the relationships between the age pension, superannuation and estate planning and assess and apply these links to the development of financial plans over the client’s financial life cycle

Prerequisite(s)

N/A

Corequisite(s)

N/A

Antirequisite(s)

N/A