MAA317 - Superannuation Planning
Unit details
| Year: | 2022 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online |
| Credit point(s): | 1 |
| Previously coded as: | MAF311 |
| EFTSL value: | 0.125 |
| Unit Chair: | Trimester 1: 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: | 1 x 1 hour on-line seminar including online independent and collaborative learning per week. |
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 |
| 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 |
| 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 |
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: (Individual) Multiple Choice Quiz (online) | 1 hour | 10% | Week 6 |
| Assessment 2: (Group of 3) Report (Client) | 3000 words | 30% | Week 9 |
| Assessment 3: Online Examination (Open Book) | 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 at least 50% of marks available on the examination
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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