MAA317 - Superannuation Planning

Unit details

Note: You are seeing the 2021 view of this unit information. These details may no longer be current. [Go to the current version]
Year:

2021 unit information

Important Update:

Unit delivery will continue to be provided in line with the most current COVIDSafe health guidelines. This may include a mix of on-campus and online activities. To find out how you are impacted, please check your unit sites for announcements and updates. Unit sites open one week prior to the start of each Trimester/Semester.

Thank you for your flexibility and commitment to studying with Deakin in 2021.

Last updated: 4 June 2021

Enrolment modes:Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online
Credit point(s):1
EFTSL value:0.125
Previously coded as:MAF311
Unit Chair:Trimester 1: Marc Olynyk
Trimester 3: Marc Olynyk
Prerequisite:

 MAA255 or MAF255

Corequisite:Nil
Incompatible with: MAF311
Typical study commitment:

Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.

Scheduled learning activities - campus:

1 x 2 hour class, 1 x 1 hour seminar per week

 

Scheduled learning activities - cloud:

Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration

Content

This unit will provide students with a thorough overview of issues around the establishment, management and legal requirements of superannuation funds. Taxation of superannuation funds and superannuation benefits will also be examined, as well retirement income streams and the interaction between superannuation and the social security system.

ULO These are the Learning Outcomes (ULO) for this unit. At the completion of this unit, successful students can: Deakin Graduate Learning Outcomes
ULO1

Integrate theoretical, technical and practical superannuation and retirement planning knowledge and skills.

GLO1: Discipline-specific knowledge and capabilities
GLO3: Digital literacy

ULO2

Identify and evaluate superannuation and retirement planning options for a client given varying social, economic and ethical contexts.

GLO1: Discipline-specific knowledge and capabilities
GLO2: Communication
GLO3: Digital literacy
GLO4: Critical thinking
GLO5: Problem solving

ULO3

 Create strategic solutions that are in the client's 'best interest' and construct a limited scope Statement of Advice.

GLO1: Discipline-specific knowledge and capabilities
GLO4: Critical thinking
GLO5: Problem solving

 

These Unit Learning Outcomes are applicable for all teaching periods throughout the year

Assessment

Assessment Description Student output Grading and weighting
(% total mark for unit)		 Indicative due week 
Assessment 1: Test - Cloud (online)   10% Week 6
Assessment 2: Written Assignment (Individual or Group/2-3 students) (quantitative/theory)  3,000 words 30% Week 8
Examination 2-hours 60% Exam 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 a result of at least 50% on the examination plus achieve an overall result of 50 marks out of 100 marks available

Learning Resource

The texts and reading list for the unit can be found on the University Library via the link below: MAA317 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.

Unit Fee Information

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