CORPFIN 6011OL - SMSF Strategic Advice
Online - Semester 1 - 2020
General Course Information
Course Code CORPFIN 6011OL Course SMSF Strategic Advice Coordinating Unit Business School Term Semester 1 Level Postgraduate Coursework Location/s Online Units 3 Contact Up to 3 hours per week Available for Study Abroad and Exchange N Prerequisites CORPFIN 6009OL & CORPFIN 6010OL Course Description This subject is an exploration of complex strategies that can be utilised by an SMSF within various stages of its lifecycle. In particular, students will conduct an in-depth examination of the use of the available sophisticated financial instruments to assist with fund goals and objectives being met. As one of three core subjects in this qualification, students will further develop their critical thinking, problem solving, written and professional communication skills. Importantly, students will be expected to formulate a plan for their future professional development as a specialist SMSF adviser.
Course StaffPeter Burgess
The full timetable of all activities for this course can be accessed from Course Planner.
Course Learning OutcomesOn successful completion of this course, students will be able to:
1. Execute the operations of a SMSF throughout various lifecycles
2. Investigate, identify and interpret psychology and economic factors that contribute to a SMSF trustees actions
3. Analyse and interpret how specific SMSF behavious affect theSMSF fund investment strategy
4. Provide specialised technical advice and solutions to SMSF tructees and related parties
5. Demonstrate effective communication skills to convey complex technical advice to different audiences
University Graduate Attributes
This course will provide students with an opportunity to develop the Graduate Attribute(s) specified below:
University Graduate Attribute Course Learning Outcome(s) Deep discipline knowledge
- informed and infused by cutting edge research, scaffolded throughout their program of studies
- acquired from personal interaction with research active educators, from year 1
- accredited or validated against national or international standards (for relevant programs)
1-5 Critical thinking and problem solving
- steeped in research methods and rigor
- based on empirical evidence and the scientific approach to knowledge development
- demonstrated through appropriate and relevant assessment
2 & 3 Teamwork and communication skills
- developed from, with, and via the SGDE
- honed through assessment and practice throughout the program of studies
- encouraged and valued in all aspects of learning
4 & 5 Career and leadership readiness
- technology savvy
- professional and, where relevant, fully accredited
- forward thinking and well informed
- tested and validated by work based experiences
1-5 Intercultural and ethical competency
- adept at operating in other cultures
- comfortable with different nationalities and social contexts
- able to determine and contribute to desirable social outcomes
- demonstrated by study abroad or with an understanding of indigenous knowledges
5 Self-awareness and emotional intelligence
- a capacity for self-reflection and a willingness to engage in self-appraisal
- open to objective and constructive feedback from supervisors and peers
- able to negotiate difficult social situations, defuse conflict and engage positively in purposeful debate
2, 3 & 5
Required ResourcesLeow, J & Murphy 2016, Australian Master Superannuation Guide 2017/18, 21st edn, Sydney, CCH Australia
Recommended ResourcesSupplementary reference materials and learning resources are provided within the course online site
Online LearningThis course is delivered pre-dominantly online via the MyUni site.
Weekly topics and assessment must be accessed and viewed online.
Learning & Teaching Activities
Learning & Teaching ModesThis is an online course, students are expected to undertake the weekly topics as per the Activity Planners.
The information below is provided as a guide to assist students in engaging appropriately with the course requirements.Students should expect to work through a topic per week by the due date provided on the Activity Planner.
Students are required to complete 1 assignment for this course plus set aside time to study for the exam.
Learning Activities SummaryTopic 1 - Identifying SMSF Strategic Advice opportunities
Topic 2 - Limited Recourse borrowing
Topic 3 - Alternatives to gearing
Topic 4 - Insurance inside versus outside an SMSF
Topic 5 - Investment strategies in an SMSF
Topic 6 - Small business CGT relief
Topic 7 - SMSF Estate Planning
Topic 8 - Pensions
Topic 9 - Personal succession
The University's policy on Assessment for Coursework Programs is based on the following four principles:
- Assessment must encourage and reinforce learning.
- Assessment must enable robust and fair judgements about student performance.
- Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
- Assessment must maintain academic standards.
Assessment Task Due Weighting Learning Outcome Weekly Quizzes Week 11 20% All Assignment Week 6 30% All Exam Week 12 50% All Total 100%
Assessment DetailWeekly Quizzes
There are 8 weekly quizzes in total each consisting of 5 questions. The quizzes represents 20% of the final grade.
This is an individual assignment due in Week 6 and presents 30% of the final grade.
Students are required to answer three (3) questions
The overall word limit is 1000 +/- 10% and submitted via Turnitin on the course site
The exam consists of long and short answer questions representing 50% of the final grade.
SubmissionWeekly Quizzes must be completed on MyUni.
Assignment must be submitted via Turnitin by the due date. Assignments submitted after the due date will need to be emailed to the Program co-ordinator and will be penalised 5% for each day it is overdue
Grades for your performance in this course will be awarded in accordance with the following scheme:
M10 (Coursework Mark Scheme) Grade Mark Description FNS Fail No Submission F 1-49 Fail P 50-64 Pass C 65-74 Credit D 75-84 Distinction HD 85-100 High Distinction CN Continuing NFE No Formal Examination RP Result Pending
Further details of the grades/results can be obtained from Examinations.
Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.
Final results for this course will be made available through Access Adelaide.
The University places a high priority on approaches to learning and teaching that enhance the student experience. Feedback is sought from students in a variety of ways including on-going engagement with staff, the use of online discussion boards and the use of Student Experience of Learning and Teaching (SELT) surveys as well as GOS surveys and Program reviews.
SELTs are an important source of information to inform individual teaching practice, decisions about teaching duties, and course and program curriculum design. They enable the University to assess how effectively its learning environments and teaching practices facilitate student engagement and learning outcomes. Under the current SELT Policy (http://www.adelaide.edu.au/policies/101/) course SELTs are mandated and must be conducted at the conclusion of each term/semester/trimester for every course offering. Feedback on issues raised through course SELT surveys is made available to enrolled students through various resources (e.g. MyUni). In addition aggregated course SELT data is available.
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