|1.||Critically review the demographic and retirement planning trends in Australia and identify the impact of problems for financial and retirement planning advice;|
|2.||Exhibit key concepts in prudential supervision of Australian superannuation [SIS Act], professional and regulatory obligations in relation to superannuation and retirement planning advice;|
|3.||Articulate the long-term wealth accumulation and retirement needs of a range of clients, develop appropriate superannuation and retirement planning advice and construct a scoped Statement of Advice; and|
|4.||Consolidate technical and theoretical knowledge to formulate suitable, tax effective [including CGT] financial advice and use financial planning software and tools to calculate superannuation and retirement planning outcomes and related taxation implications.|
|Assignment||Superannuation trends, contributions and tax (500 words)||10%|
|Portfolio||Superannuation Wealth Accumulation Strategies and Investment Activities (2000 words)||40%|
|Project||Statement of Advice - Personal Risk Management and Estate Planning (2500 words)||50%|
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