MAA719 - Superannuation and Retirement Planning

Unit details

Year:

2024 unit information

Enrolment modes:Trimester 1: Burwood (Melbourne), Online
Credit point(s):1
EFTSL value:0.125
Previously coded as:MAF708
Unit Chair:Trimester 1: Marc Olynyk
Prerequisite:

Nil.

Corequisite:

For students enrolled in M569: Nil

All other students: MAA745

Incompatible with:

MAF708

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 recorded lecture and 1 x 1.5 hour online seminar (recordings provided) each week

Content

This unit is an introduction to superannuation and retirement planning with a focus on the major trends and features of the industry and the framework in which the industry operates.

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 and strategies designed to enhance superannuation and retirement income benefits.

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

Describe and critically analyse Australia’s superannuation and retirement regulatory framework and evaluate potential enhancements.

GLO1: Discipline-specific knowledge and capabilities
GLO4: Critical thinking

ULO3

Evaluate and construct a comprehensive range of solutions for a client, incorporating the use of technology, given varying social, economic and ethical contexts.

GLO1: Discipline-specific knowledge and capabilities
GLO3: Digital literacy
GLO5: Problem solving

ULO4

Construct a report that effectively communicates relevant information to clients.

GLO2: Communication

Assessment

Assessment Description Student output Grading and weighting
(% total mark for unit)
Indicative due week
Assessment 1: (Group of 3) Report (Client and Business) 2500 words (excluding appendices, projections and financial statements) 40% Week 6
Assessment 2: (Individual) Presentation (video recording) (Client - Limited Statement of Advice)  20 minutes 20% Week 9
Assessment 3: (Individual) Report (Client) 2800 words (excluding appendices, projections and financial statements) 40% Week 11

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.

Learning Resource

The texts and reading list for the unit can be found on the University Library via the link below: MAA719 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.

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