ACCT 2285 Wealth Creation and Estate Planning - Johnathan and Henrietta Case Study - Accounting and Finance Report Writing Assessment Answer

Assessment Task:

ACCT 2285  Wealth Creation and Estate Planning Accounting and Finance Report Writing Assessment Answer

Graduate Outcomes Supported: 

This assessment supports the following Graduate Outcomes: 
•    Apply a broad theoretical and technical knowledge of business practice in diverse contexts
•    Apply theoretical and technical knowledge to provide in-depth specialist and professional advice related to financial markets, investments, superannuation, retirement planning, insurance and social planning
•    Critically analyse and synthesise information to formulate effective business and financial decisions
•    Apply reasoned judgements to solve problems in a variety of business contexts with reference to ethical, regulatory and global perspectives
•    Reflect on performance feedback to identify and action strategies for improvement
•    Communicate business data and concepts to professionals and non-professionals in diverse contexts

Case Study

Your task is to take the role of an adviser and provide Johnathan and Henrietta with a report that addresses the following:
1.    Assess their goals and objectives and personal circumstances 
2.    Recommend a savings and investment plan that best meets their goals and objectives. 
3.    A detailed assessment of the client’s risk profile (including an interpretation of their answers to the risk profile questions in the Client Data Form) and asset allocation that is suitable for them. 
4.    Select and recommend a product with an explanation.  You are going to select one product from Legg Mason and one product from Vanguard as their investment for comparison. 
5.    You are required to analyse two products.  You will choose two products in task 4 and here provide a table which compares the costs and features, including the investment objectives and styles. (This table and any narrative should be included as an attachment to the client report.) Make it explicitly clear which of two products you recommend and why.
6.    Advise the clients on whether gearing is suitable for them. Justify this recommendation and what level of gearing you would recommend. You need to explain to the clients in detail the risks and benefits associated with gearing.
7.    Provide clients with projections.  You can use the MoneySmart managed fund calculator and/or the savings and investment calculator to model their outcome.

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