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(500 words) Answer here Assessor feedback: Resubmission required? No Assessor feedback: Date assessed: Click here to enter a date Does the student need to resubmit? No Questions that need to be resubmitted First submission Not yet demonstrated Resubmission Not applicable To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission. Provide a summary of other recommendations that you will include in your SOA for Freddie and Sara.Include the lump sum amount that Freddie and Sara will need at retirement to achieve their income goal, and strategies to help them reach that goal.Provide a detailed explanation of why you consider these assets and strategies to be appropriate.
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Consider superannuation and non-superannuation assets and strategies.(250 words) Answer here Assessor feedback: Resubmission required? No Section 2 Part C - Strategies Summarise appropriate retirement strategies for Freddie and Sara. Justify why you do or do not think that the score and the resulting risk profile category is an accurate reflection of their tolerance to risk, and decide on a profile for each.Suggest questions you could use to clarify the responses.Identify any concerns that you may have with their responses compared with the information in the case study. From the interviews, are there any other issues that would need to be followed up with Freddie and Sara? (100 words) Answer here Assessor feedback: Resubmission required? No Section 2 Part B - Risk profile Identify the Rosenbergs’ likely risk profile based on the information they have provided. Section 2: Analyse client objectives, needs, financial situation and risk profile to develop appropriate strategies and solutions Section 2 Part A - Gaps in information Identify any gaps in your data collection based on the fact finder in Appendix 1 and the summary of information provided. LITO/SAPTO/LMITO) Medicare levy Medicare levy surcharge Franking rebate Refundable rebates and offsets Total tax Cash flow Freddie Sara Combined Comment Salary less any salary sacrificed amount Total expenses Total income received before tax less total expenses Total tax payable from tax table above Total net cash flow Assessor feedback: Date assessed: Click here to enter a date Does the student need to resubmit? No Questions that need to be resubmitted First submission Not yet demonstrated Resubmission Not applicable To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission. taxable benefits, trust income, investment income) Capital gains 1 yr Capital gains 1 yr Tax-free component of capital gains Assessable income Deductible expenses Donations Income protection insurance Business overheads insurance Other Taxable income Tax on taxable income Non-refundable tax offsets (e.g. Section 1 Table 2 Tax calculation Freddie Sara Combined Comments Income from employment Salary or income from employment Salary sacrifice Salary after salary sacrifice Rental income Unfranked dividends Franked dividends Franking (imputation) credits Interest Other income (e.g.
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You can assume that the clients have no tax deductions or liabilities other than those stated in the case study or fact finder. the information provided in the case study and fact finder), complete the table below and determine their cash flow position and annual savings capacity. (250 words) Answer here Assessor feedback: Resubmission required? No Section 1 Part C - Tax and cash flow Using the information you have gathered from your clients (i.e. Provide details of the law you must comply with and the information the FSG must contain, including your complaints procedure. (200 words) Answer here Assessor feedback: Resubmission required? No Section 1 Part B - Adviser obligations Referring directly to yourself and your licensee, explain what an FSG is and why it is necessary. Briefly explain at least five (5) strategies you are likely to use with a client in order to ensure that they are comfortable with you and the interview process. The Assignment (student to complete) Section 1: Establish the relationship with the client and identify their objectives, needs and financial situation Section 1 Part A - Establish relationship Apart from the initial contact with the Rosenbergs at your retirement seminar, you have met with them twice in order to gather the information you need to assess their situation and provide them with advice. i have attached the assignment template below. This is a Diploma in Financial Planning course and need some help with my final course.