MAA317 - Superannuation Planning

Unit details

Year:

2024 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.

This will include educator guided online learning activities within the unit site.

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 online seminar (recordings provided) each 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
GLO5: Problem solving

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) Multiple Choice Quiz  1 hour 10% Week 6
Assessment 2: (Group of 3) Report (Client) 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 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

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.

Use the Fee estimator to see course and unit fees applicable to your course and type of place.

For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.