Home: Bachelor of Applied Commerce: ACFIN301A Superannuation and Retirement

Prescribed Texts

Australian master financial planning guide 2022-23 - eBook and book
Financial planning in Australia : advice and wealth management (2022) - eBook and book by Sharon Taylor
Various editions available

Recommended Websites

Readings

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 4-100 to 4-160
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 13, pp. 453-469, 695

Web resources

Association of Superannuation Funds of Australia n.d., ASFA retirement standard,
viewed 6 October 2022, <https://www.superannuation.asn.au/resources/retirement-standard>.
Association of Superannuation Funds of Australia 2022, The ASFA comfortable standard [infographic],
viewed 26 September 2022, <https://www.superannuation.asn.au/ArticleDocuments/269/220818_ASFA%20RS%20Infographic_V1.pdf.aspx?Embed=Y>.
What is superannuation?: superannuation Australia explained in detail 2020,
online video, 11MinuteClass: Money, viewed 26 September 2022, <https://youtu.be/IkKeErAOI90>.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 8-010 to 8-110
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 2 Ethics and professionalism
Chapter 3, pp. 99-114

Web resources

APRA 2021, APRA releases superannuation statistics for September 2021,
The Australian Prudential Regulation Authority, viewed 26 September 2022, <https://www.apra.gov.au/search?query=APRA+releases+annual+superannuation+statistics>.
Ireland, J & Shirley, C 2018, 'APRA's review of the superannuation prudential framework',
Regulation Tomorrow, weblog post, 7 October, viewed 26 September 2022, <https://www.regulationtomorrow.com/uncategorized/apras-review-of-the-superannuation-prudential-framework/>.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 4-200 to 4-260
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 13, pp. 476-506

Web resources

Thompson, G & McDonald, A 2019, 'Three super traps to avoid if you want to maximise your retirement income',
ABC News, weblog post, 9 April, viewed 26 September 2022, <https://www.abc.net.au/news/2019-04-09/three-super-traps-to-avoid-to-maximise-your-retirement-income/10982772>.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 4-300 to 4-800
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 13, pp. 485-501, 677-683

Web resource

How is my super taxed? 2019,
online video, Investor Motivation, viewed 26 September 2022, <https://youtu.be/tz8bbRLmltY&>.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 4-400 to 4-480
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 13, pp. 670-676

Web resources

ATO 2022, Offer employees a choice of super fund,
Australian Taxation Office, viewed 26 September 2022, <https://www.ato.gov.au/business/super-for-employers/setting-up-super-for-your-business/offer-employees-a-choice-of-super-fund/>.
Collett, J 2021, 'Government can take steps to bridge super gender gap',
Sydney Morning Herald, 5 May, viewed 26 September 2022, Australia/New Zealand Reference Centre Plus.
Perri, J 2020, 'Mortgage versus super: a common dilemma',
The Age, 22 January, p. 4, viewed 1 October 2020, ProQuest Central.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 5-000 to 5-050
Section 5-100 to 5-800
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 13, pp. 464-475

Web resources

Hughes, D 2021, 'Look before you take the SMSF plunge',
Australian Financial Review, 8 May, viewed 26 September 2022, Australia/New Zealand Reference Centre Plus.
Mather, J 2019, ‘SMSF cost debate’,
Australian Financial Review, 26 October, p. 28, viewed 1 October 2020, ANZRC Plus.
SMSF - what's involved with an SMSF? 2014,
online video, Australian Taxation Office, viewed 26 September 2022, <https://youtu.be/fvKgnPQNCr0>.
Wasiliev, J 2019, ‘Will I have to close my SMSF after my spouse dies?',
Australian Financial Review, 27 December, p. 48, viewed 1 October 2020, ANZRC Plus.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 4-425
Section 7-800 to 7-890
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 18, pp. 689-695

Web resources

Biti, L 2019, ‘How to avoid top SMSF estate planning errors’,
Australian Financial Review, 7 December, p. 30, viewed 1 October 2020, ANZRC Plus.
Lewis, C 2021, 'What cap changes mean to your inheritance',
Australian Financial Review, viewed 6 October 2022, ANZRC Plus.
Maroney, J 2019, ‘Transfer balance cap - beware death benefits trap’,
Australian Financial Review, 17 August, p. 30, viewed 1 October 2020, ANZRC Plus.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 15-000 to 15-040
Section 16-100 to 16-200
Section 16-400
Section 16-585
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 18, pp. 675-689

Web resources

Court battle over climate change could shake the superannuation industry 2020,
video podcast, 7:30 Report, ABC TV, 27 January, viewed 26 September 2022, %lthttps://www.abc.net.au/7.30/court-battle-over-climate-change-could-shake-the/11904416?section=business>.
Foerster, A 2020, An Australian man successfully sued his super fund over climate risk: here's what that means for your nest egg,
The Conversation, 12 November, viewed 26 September 2022, <https://theconversation.com/an-australian-man-successfully-sued-his-super-fund-over-climate-risk-heres-what-that-means-for-your-nest-egg-149918>.
Hobday, L 2018, 'Superannuation: women are having nightmares about their retirement',
ABC News, weblog post, 29 March, viewed 26 September 2022, <https://www.abc.net.au/news/2018-03-29/superannuation-women-are-having-nightmares-about-retirement/9600952>.
Shields, B 2020, ‘Prince calls for economic shift’,
The Sydney Morning Herald, 24 January, p. 21, viewed 1 October 2020, ANZRC Plus.

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 16-255
Section 16-350
Section 16-430
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 19, pp. 703-740

Web resources

Age pension assets test: explained in plain English 2019,
online video, Retire On, viewed 26 September 2022, <https://youtu.be/1KYq1pGpXRA>.
Age pension Australia: the easy guide 2019,
online video, Retire On, viewed 26 September 2022, <https://youtu.be/AFz-eu0jryA>.
An overview of income test (age pension) + good news 2019,
online video, Retire On, viewed 26 September 2022, <https://youtu.be/WeT9X-HQIS8>.
Ralston, D & Feng, J 2017, ‘Towards a self-funded retirement: will superannuation substitute for the age pension?’,
Australian Tax Forum, vol. 32, no. 3, pp. 607-628, viewed 1 October 2020, Business Source Complete.
Services Australia 2021, Age pension,
Australian Government, viewed 26 September 2022, <https://www.servicesaustralia.gov.au/age-pension>.

No readings

Australian master financial planning guide 2020/21,
23rd edn, eBook, viewed 26 September 2022, CCH eBooks.
Section 16-660
Section 17-000 to 17-030
Section 17-210
Section 17-300 to 17-320
Section 17-380 to 17-390
Taylor, S 2020, Financial planning in Australia: advice and wealth management,
9th edn, eBook, viewed 7 July 2022, ProQuest eBook Central.
Chapter 19, pp. 741-751

Web resources

My Aged Care 2018, Steps to enter an aged care home,
Australian Government, viewed 27 September 2022, <https://www.myagedcare.gov.au/sites/default/files/2019-06/steps-to-enter-an-aged-care-home.pdf>.
My Aged Care n.d., Types of care,
Australian Government. viewed 27 September 2022, <https://www.myagedcare.gov.au/types-care>.
Rawling, J 2019, ‘Sign up with care’,
Money (Australia Edition), no. 219, pp. 54-57, viewed 1 October 2020, ANZRC Plus.