Instructions for completing and submitting
this assignment
Completing the assignment
The assignment
Task 1 – The Carlos and Rosa Alesi case study – superannuation contributions
• Read the case study and fact finder, then:
a. answer the six (6) questions they have about superannuation contributions
b. document the strategy you would recommend them
c. complete a cash flow table documenting their financial position should they take your advice.
Task 2 – The Sandra and Henry Blake case study – superannuation benefit payments
• Read their case study and fact finder, then:
a. answer the six (6) questions your clients have about superannuation benefit payments
b. document the strategy you would recommend them
c. complete a cash flow table documenting their financial position should they take your advice.
Task 3 – The Faraz and Aisha Gita case study – superannuation death benefit payments
• Read their case study and fact finder, then:
a. answer the four (4) questions your clients have about superannuation death benefit payments
b. document your recommendations.
Task 4 – Select one (1) of the three case studies above – engaging your clients
• Reread the selected case study, then:
a. answer the six (6) questions relating to client engagement at each stage of the financial
planning process
Statement of Advice
Please note that the preparation of a Statement of Advice is not required for this assignment.