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FNSACC501-Provide Financial and Business Performance Information

Question

Answered

For this assessment, you are required to liaise with your client and undertake a business needs analysis.  This can be undertaken in a business of the student’s choice in consultation with their instructor, or alternatively can be done in a simulated working environment with the instructor role-playing the part of appropriate management of a simulated business model.

Part 1:
You are to consult with appropriate personnel in order to undertake an assessment of your client’s financial needs.  You must undertake an interview / consultation process to achieve the following:
•    List all the financial objectives of the client, including but not limited to:
-    Tax liability reduction goals
-    Wealth accumulation
-    Asset development
•    Identify relevant legal and financial requirements that will need to be considered in order to achieve the client’s specific objectives
•    Detail other processes the client will need to undertake in order to achieve their financial goals, such as:
-    Personal investment strategies
-    Business registration
-    Insurance needs
-    Tax issues / requirements
•    Detail strategies to put in place to ensure the above requirements are met

Once the consultation process is over, you are to develop a detailed written report of the above information.  This report should be submitted before attempting part 2

Part 2:
For part 2, instructors will review your report and plan covered in Part 1 and give feedback relating to the following:
•    The time you took to complete part 1 (was it by deadline, was it early / late?)
•    How specific was your questioning process? Did you ascertain all relevant financial requirements / goal of the client?
•    How detailed was your report? Were the strategies set realistic and did they meet the client’s requirements? If not, what did you neglect to report on?
•    Your instructor will also detail any changes to the client’s financial position / requirements that are relevant to the consultation process.

Once the feedback is received, you are to write a second report on how to ensure the client’s needs are being met.  You must cover the following in their report:
•    Discuss the importance of constantly reviewing a client’s financial position / goals
•    Review the feedback given – discuss any areas that were not covered sufficiently – how can these be rectified? Is more information needed?
•    Have there been changes in the client’s financial requirements / position?  If so how can strategies be adjusted to incorporate these changes.

Assessment Summary
You are to submit the following evidence / perform the following tasks
•    Prepare for and conduct an interview with your client to determine their financial direction and requirements (refer to explanation outlined above)
•    Develop and submit a report outlining your findings
•    Discuss your findings with your assessor
•    Develop and submit the completed Business Analysis Report (as outlined above)

FNSACC501-Provide Financial and Business Performance Information

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