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Superannuation and Retirement Planning Solved

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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.

Solutions

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