FIN220 Lecture Notes - Lecture 1: Consumer Protection, Final Grades, Sippy Downs, Queensland
Document Summary
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. 1. 2: the regulatory environment superannuation funds, the regulatory environment consumer protection, other important legislation, taxation of superannuation funds, contributions, termination payments, self-managed superannuation funds (smsfs, superannuation and marriage, planning retirement incomes. On successful completion of this course you should be able to:
