MAA317 - Superannuation Planning
Unit details
| Year | 2025 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 |
| 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. |
| 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. |
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.
Learning Outcomes
| ULO | These are the Unit Learning Outcomes (ULOs) for this unit. At the completion of this unit, successful students can: | Alignment to Deakin Graduate Learning Outcomes (GLOs) |
|---|---|---|
| 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) (Online) Multiple Choice Quiz | 1 hour | 10% | Week 6 |
| Assessment 2: (Group of 3) Case Study: Data analysis with Written Report (Business) | 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 MAA317 can be found via the University Library.
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.
For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.