Investment Planning and Superannuation & Retirement Planning KAPLAN

netcentre4 · 09-02-2010, 12:44 PM

Hello,

I have just started investment planning 1 subject and am about to tackle the assignment soon.
I was wondering if anyone could offer me any tips or advice to do the assignment especially question 6 which seems the hardest.

Thanks

netcentre4.

DR · 23-03-2010, 10:55 AM

Quote:

Originally Posted by BB**

I am willing to assist in helping you
I am on my last subject for my DFP

email my inbox

Hi BB, I am new to InvestED. Still getting familiar with how to use it. I am in my last subject for DFP at Kaplan and am studing the SRP subject. I have passed the exam and have virtually finished the assignment, but I have some questions. Are you able to help. The SRP assignment relates to Feb 2009 version, and the case study is about Richard and Bernadette.

daniellereneegabriel · 02-06-2010, 09:55 AM

HELP
I am struggling with my Superannuation and Retirement Planning assignment, would anyone care to forward me their assignment. I can trade you, I have completed ELC and Risk.

Shel · 23-07-2010, 02:56 PM

Hi,

I am having trouble as well with this assignment, would appreciate any help with this one. Found all the others to be a piece of cake compared to this one.

Shel

Liz123 · 24-07-2010, 03:36 PM

Was wondering if you could give me some direction on the investment products I need to recommend and the level of depth they need to meet the profile of the client.

I have completed everything else in the assignment but when it comes to recommending the products, I am having a lot of trouble finding products that fit into the profile. I have assumed they will be a balanced profile and hence I am using the asset allocation of a balanced investor as per the text. I have tried to select a number of both conservative, balance and growth funds to try and balance the allocation out but can't seem to find the appropriate products.

Am I doing the right thing by using the specific asset allocation of the product? or should I just be using the high level allocation ie 70% Income 30% growth? Do you know the amount you are able to be out by i.e +/- 5%??

If anyone could help me with this, it would be greatly appreciated!

Thanks
Liz

kwl · 25-07-2010, 01:00 PM

Hi, I am doing the last subject S&RP and am having alot of trouble with Q6, providing tax calculations and illustrating the financial and tax position of RIchard and Bernadette. It would be great to get some help, I find this last subject to be the hardest of the four!!

Quote:

Originally Posted by AimeH

Hi there,

I am new to InvestED and I am seeking members that are interested on working on the Investment Planning 1 (October 2008) Assignnment and the Superannuation & Retriement Planning (August 2008) Assignment.

I have unfortunately had to re-submit both of these assignments as I am not yet competent, so any assistance or guidence would be HUGELY appreciated. I am also studying a batchelor of commerce majoring in finance and financial planning, and I think that this has actually been a downfall, as I have answered the questions the way a uni would expect them to be answered and over complicated things.

I am not looking to be handed answers, but would truely appreciate being pointed in the right direction on these assignments. I also think that establishing a good relationship now could act as a foundation for a study group for the exams. I am happy to post the assignments up here, and maybe what I have completed thus far, if I can find someone who is interested in assisting me? Any help would be GREATLY appreciated!!!

chelseaC · 26-07-2010, 03:50 PM

hi guys,
Should Bernadette's super pension income stream count in Richard's age pension income test?

Richard & Bernadette’s financial assets are as follows:
Bank account (at call) $ 0
Cash management trust $25,000
Richard’s Personal superannuation (taxed fund) $132,840
Bernadette’s share portfolio $38,119
Total financial investment assets $195,959
Deemed Income:
First $68,200 @3% $ 2,046
Balance of $127,759 @4% $5,110.36
Total deemed income $7,156.36
Bernadette’s salary after TTR and government Co-contribution $10,000
Richard’s assessable super pension income stream $0
Bernadette's super pension income stream ?Total combined income: $17,156.36