MAA317 - Superannuation Planning
Unit details
| Year: | 2023 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online Trimester 2: Online |
| Credit point(s): | 1 |
| EFTSL value: | 0.125 |
| Previously coded as: | MAF311 |
| Unit Chair: | Trimester 1: Marc Olynyk Trimester 2: 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 3 hour seminar per week |
| Scheduled learning activities - online: | Online independent and collaborative learning including 1 x 1.5 hour weekly scheduled on-line seminar 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 | 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) Multiple Choice Quiz (online) | 1 hour | 10% | Week 6 |
| Assessment 2: (Group of 3) Report (Client) | 3000 words | 30% | Week 9 |
| End-of-unit assessment task: Written Response Test | 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 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
Click on the fee link below which describes you: