CORPFIN 6010OL - Understanding SMSF Trustees
Online - Semester 2 - 2022
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General Course Information
Course Details
Course Code CORPFIN 6010OL Course Understanding SMSF Trustees Coordinating Unit International Centre for Financial Services Term Semester 2 Level Postgraduate Coursework Location/s Online Units 3 Contact Up to 3 hours per week Available for Study Abroad and Exchange N Assessment Exam/assignments as prescribed at first session Course Staff
No information currently available.
Course Timetable
The full timetable of all activities for this course can be accessed from .
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Learning Outcomes
Course Learning Outcomes
On successful completion of this course, students will be able to:
1. Critically review relevant contemporay behavioural finance models
2. Evaluate the application of different behavioural finance models in the adviser-trustee relationship
3. Research and explain factors resulting in measurable, systemic biases in investment decisions including differences between collective and individual decison making processes
4. Analyse the impact of behavioural biases on SMSF fund investment strategies
5. Develop a methodology for mentoring and guiding SMSF trusteesUniversity 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) Attribute 1: Deep discipline knowledge and intellectual breadth
Graduates have comprehensive knowledge and understanding of their subject area, the ability to engage with different traditions of thought, and the ability to apply their knowledge in practice including in multi-disciplinary or multi-professional contexts.
All Attribute 2: Creative and critical thinking, and problem solving
Graduates are effective problems-solvers, able to apply critical, creative and evidence-based thinking to conceive innovative responses to future challenges.
All Attribute 3: Teamwork and communication skills
Graduates convey ideas and information effectively to a range of audiences for a variety of purposes and contribute in a positive and collaborative manner to achieving common goals.
All Attribute 4: Professionalism and leadership readiness
Graduates engage in professional behaviour and have the potential to be entrepreneurial and take leadership roles in their chosen occupations or careers and communities.
All Attribute 5: Intercultural and ethical competency
Graduates are responsible and effective global citizens whose personal values and practices are consistent with their roles as responsible members of society.
All Attribute 8: Self-awareness and emotional intelligence
Graduates are self-aware and reflective; they are flexible and resilient and have the capacity to accept and give constructive feedback; they act with integrity and take responsibility for their actions.
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Learning Resources
Required Resources
Baker, HK & Ricciari, V (eds.) 2014, Investor behaviour: the psychology of financial planning and investing, John Wiley & Sons, Hoboken, N.J ISBN 9781118492987Recommended Resources
Supplementary reference materials and learning resources are provided within the course online siteOnline Learning
This 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 Modes
This is an online course, students are expected to undertake the weekly topics as per the Activity PlannersWorkload
The information below is provided as a guide to assist students in engaging appropriately with the course requirements.
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 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.
The University expects full-time students (ie those taking 12 units per semester) to devote a total of 48 hours per week to their studies. This means you are expected to commit approximately 12 hours for a three-unit course of private study outside your regular classes.Learning Activities Summary
Topic 1 - Origins of behavioural finance
Topic 2 - Traditional and behavioural finance
Topic 3 - Emotional decision making
Topic 4 - Personality traits
Topic 5 - Risk perception and risk tolerance
Topic 6 - Behavioural portfolio theory
Topic 7 - Advising the behavioural investor
Topic 8 - Financial therapy
Topic 9 - SMSF trustee coaching and observational awareness -
Assessment
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 Summary
Assessment Summary
Assessment Due Weighting Learning Outcome
Critical review essay Week 6 40% 1,2,3
Exam Week 12 60% allAssessment Detail
Critical Review essay
This is an individual assignment due in Week 6 and presents 40% of the final grade.
Students are required to write a critical review essay on an industry report. This assignment requires students to investigate and evaluate the report.
The review needs to be 2000 +/- 10% in word length and submitted via Turnitin on the course site
Examination
The exam consists of long and short answer questions representing 60% of the final grade.Submission
Assignment must be submitted via Turnitin by the due date
The review needs to be 2000 +/- 10% in word length. A penalty of 5% for every 100 words outside this limit will apply
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 overdueCourse Grading
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 .
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Student Feedback
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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Student Support
- Academic Integrity for Students
- Academic Support with Maths
- Academic Support with writing and study skills
- Careers Services
- Library Services for Students
- LinkedIn Learning
- Student Life Counselling Support - Personal counselling for issues affecting study
- Students with a Disability - Alternative academic arrangements
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Policies & Guidelines
This section contains links to relevant assessment-related policies and guidelines - all university policies.
- Academic Credit Arrangements Policy
- Academic Integrity Policy
- Academic Progress by Coursework Students Policy
- Assessment for Coursework Programs Policy
- Copyright Compliance Policy
- Coursework Academic Programs Policy
- Intellectual Property Policy
- IT Acceptable Use and Security Policy
- Modified Arrangements for Coursework Assessment Policy
- Reasonable Adjustments to Learning, Teaching & Assessment for Students with a Disability Policy
- Student Experience of Learning and Teaching Policy
- Student Grievance Resolution Process
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Fraud Awareness
Students are reminded that in order to maintain the academic integrity of all programs and courses, the university has a zero-tolerance approach to students offering money or significant value goods or services to any staff member who is involved in their teaching or assessment. Students offering lecturers or tutors or professional staff anything more than a small token of appreciation is totally unacceptable, in any circumstances. Staff members are obliged to report all such incidents to their supervisor/manager, who will refer them for action under the university's student鈥檚 disciplinary procedures.
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