Task 1: The Nathan and Mary Davidson case study — Superannuation contributions
Section 1: Superannuation contributions
Read the case study and fact finder, then:
•answer the six (6) questions they have about superannuation contributions
•answer Question 7 by documenting the strategy you would recommend to meet their needs and objectives
•complete a cash flow table showing their financial position should they take your advice.
Section 2: Engaging your clients
Re-read the case study for Nathan and Mary, then:
•answer the six (6) questions relating to client engagement at each stage of the financial planning process.
Task 2: The Kellie and Jeremy Wallace case study — Superannuation benefit payments
Read the case study and fact finder, then:
•answer the five (5) questions they have about superannuation benefit payments
.answer Question 6 by documenting the strategy you would recommend to meet their needs and objectives
•complete a cash flow table showing their financial position should they take your advice.
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Before you begin
Read everything in this document before you start your assignment for Superannuation and Retirement Planning (DFP3v1).
About this document
This document includes the following parts:
Instructions for completing and submitting this assignment
Task 1 — Section 1: Superannuation contributions
– Case study with Fact finder
– Section 1 questions
Task 1 — Section 2: Engaging your clients
– Section 2 questions
Task 2: Superannuation benefit payments
– Case study with fact finder
– Task 2 questions.
Instructions for completing and submitting this assignment
How to use the study plan
We recommend that you use the study plan for this subject to help you manage your time to complete the assignment within your enrolment period. Your study plan is in the KapLearn Superannuation and Retirement Planning (DFP3v1) subject room.
Word count
The word count shown with each question is indicative only. You will not be penalised for exceeding the suggested word count. Please do not include additional information which is outside the scope of the question.
Additional research
When completing this assignment, assumptions are permitted although they must not be in conflict with the information provided in the Case Studies.
You may also be required to source additional information from other organisations in the finance industry to find the right products or services to meet your client’s requirements, or to calculate any service fees that may be applicable.
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