MAA317 - Superannuation Planning
Unit details
| Year | 2026 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online Trimester 2: Online |
| Credit point(s): | 1 |
| Previously coded as: | MAF311 |
| EFTSL value: | 0.125 |
| Unit Chair: | Trimester 1: Marc Olynyk Trimester 2: Marc Olynyk |
| Prerequisite: | MAA255 or MAF255 |
| Corequisite: | Nil |
| Incompatible with: | MAF311 |
| Educator-facilitated (scheduled) learning activities - on-campus unit enrolment: | 1 x 3 hour on-campus seminar (recordings provided) each week. |
| Educator-facilitated (scheduled) learning activities - online unit enrolment: | 1 x 1.5 hour recorded lecture and 1 x 1.5 hour online seminar (recordings provided) each week. |
| Typical study commitment: | Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit. |
Content
This unit is an introduction to superannuation and retirement planning from the individual’s perspective with a focus on the critical role that superannuation plays in shaping Australia’s retirement income system and its impact on financial markets. Whilst an understanding of the regulatory and legal environment in which superannuation operates is important, there will be a strong focus on the application of rules and regulations to real-life and work based client situations.
The unit considers issues relating to superannuation contributions, different types of superannuation funds, the rules relating to the taxation and accessing of benefits, a consideration of alternative retirement income stream products, the interaction between superannuation and the social security system and the strategies designed to enhance superannuation and retirement income benefits for individuals.
Learning outcomes
| ULO | These are the Unit Learning Outcomes (ULOs) for this unit. At the completion of this unit, successful students can: | Alignment to Deakin Graduate Learning Outcomes (GLOs) |
|---|---|---|
| ULO1 | Integrate theoretical, technical and practical superannuation and retirement planning knowledge and skills. | GLO1: Discipline-specific knowledge and capabilities |
| ULO2 | Evaluate and construct superannuation and retirement planning strategies for a client given varying social, economic and ethical contexts. | GLO1: Discipline-specific knowledge and capabilities |
| ULO3 | Construct a report that effectively communicates relevant information to clients. | GLO2: Communication |
| ULO4 | Utilise technology to source and synthesise relevant information in preparing client reports in an ethical and legal manner. | GLO3: Digital literacy |
Assessment
| Assessment Description | Student output | Grading and weighting (% total mark for unit) | Indicative due week |
|---|---|---|---|
| Assessment 1: (Individual) (Online) Presentation (Video recording) | 8 minutes | 10% | Week 5 |
| Assessment 2: (Group of 3) Case Study: Data analysis with Written Report (Business) | 3000 words | 30% | Week 9 |
| End-of-unit assessment task: Written | 2 hours | 60% | End-of-unit assessment period |
The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.
Hurdle requirement
Hurdle requirement: achieve at least 50% of the marks available on the end-of-unit assessment to evidence a minimum proficiency in the aligned discipline learning outcomes included in this unit.
Learning resource
The texts and reading list for MAA317 can be found via the University Library.
Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.
Bring Your Own Device (BYOD)
To fully engage with Deakin's learning experiences, students must be able to access and use internet-connected devices as outlined in computing requirements at Deakin.
To support student success at Deakin, we have a bring-your-own-device (BYOD) learning environment that acknowledges that students and educators bring with them the digital tools they regularly use to complete academic tasks. These tools stay with you beyond the classroom, helping you to keep learning, explore ideas more deeply, and connect with knowledge in ways that matter to you.
Students requiring a loan device should visit our Loan Laptop webpage or students requiring longer-term assistance should visit our Student Financial Assistance webpage.
Unit Fee Information
Fees and charges vary depending on the type of fee place you hold, your course, your commencement year, the units you choose to study and their study discipline, and your study load.
Tuition fees increase at the beginning of each calendar year and all fees quoted are in Australian dollars ($AUD). Tuition fees do not include textbooks, computer equipment or software, other equipment or costs such as mandatory checks, travel and stationery.
For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.