MAA317 - Superannuation Planning
| Year: | 2027 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online Trimester 2: Online |
| Credit point(s): | 1 |
| Previously coded as: | MAF311 |
| EFTSL value: | 0.125 |
| Prerequisite: | MAA255 or MAF255 |
| Corequisite: | Nil |
| Incompatible with: | MAF311 |
| 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 on-campus seminar (recordings provided) each week. |
| Scheduled learning activities - online: | 1 x 1.5 hour recorded lecture and 1 x 1.5 hour online seminar (recordings provided) each week. |
Content
This unit provides an introduction to superannuation and retirement planning from the individual’s perspective with a focus on the critical role that superannuation plays in shaping Australia’s retirement income system and its impact on financial markets. Whilst an understanding of the regulatory and legal environment in which superannuation operates is important, there is a strong focus on the application of rules and regulations to real-life and work based client situations.
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, the interaction between superannuation and the social security system and the strategies designed to enhance superannuation and retirement income benefits for individuals.
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.
For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.
Hurdle requirements
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.