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Securities and Managed Investments (DFP4-1v2.1) Solved

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James Macready

You work for the financial planning company,Frontiers Pty Ltd, which is a licensed dealer in securities and a registered life insurance broker.

Your company specialises in investment advice, but does not provide insurance, real estate evaluations and advice, income tax preparation, superannuation fund accounting or administration, or legal document (such as wills or trusts)preparation.

You have organised a meeting with a new client, James Macready, who is seeking some advice regarding his current investment strategy.

Jameshas actively invested in shares since he was young. Hehas always enjoyed researching companies before deciding whether to invest in their shares. He has purchased shares he considered were good value at the time he bought them or that had a high dividend yield. He has not bought or sold any shares in the last 12 months. In the past,he has used an online trading account to buy and sell shares.

Over the past year, James has found two new time-consuming hobbies, sailing and hiking, both of which he enjoys very much. Since taking up these hobbies, he has neglected his share portfolio somewhat, so he has not carried out any trading on the portfolio during that time.

Below are James’s current details, including his current share portfolio.

Personal information

Name

James Macready

Salutation

Mr

Date of birth

4 March 1980

Status

Single

Home address

30/1 Ramu Close, Sylvania Waters

Health

Good

Smoker

No

Occupation

Operations manager

Employer

Macready Parking

Start date

1999

Retirement age

60

Dependants/family relationships

Parents: Mable and Jock Macready

Professional relationships

Solicitor

None

Duration of relationship

 

Quality of relationship

 

 

Accountant

None: Does online tax returns

Duration of relationship

 

Quality of relationship

 

Annual income details

Salary

$160,000

Interest

$1,800

Dividends (fully franked)

$8,500 (not including franking)

Notes:

Salary is excluding superannuation guarantee (SG) contributions, which are paid at the current compliant rate.

James is happy in his current role; he hopes to get promoted in the next couple of years but is not planning to leave the family-owned business.

Annual expenditure

Mortgage

$0

General living expenses

$57,200

Accountant’s fees

$0

Donations

$0

Holidays (annually)

$15,000

Income protection insurance

$1,100

Assets and investments

Principal residence

$600,000

Apartment that he owns outright; bought with help from parents

Motor vehicle

$40,000

2014 Jeepwhich is unlikely to need replacing in the next 10 years

Online cash account

$80,000

Currently earning 2.0% p.a. These funds can be used for the investment strategy

Everyday bank account

$5,000

Daily account moves up and down; no real interest earned

Superannuation

$200,000

Invested in the high-growth option (5% cash; 5% international fixed interest; 15% property; 40% Australian equities; 35% international equities). Eligible start date is 01/01/1999

Share portfolio

$245,000

(Approximate only.) Earns approximately 4.0% p.a. in fully franked dividends

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