AYN442: Superannuation and Wealth Management - Aaron Case Study - Management Assignment Help

Assignment Task:

Task:

Purpose of Assessment:

This assessment item assesses the following learning outcomes:
 

Higher Order Thinking (HO)
2.2 Exercise creativity and intellectual independence and make informed decisions and judgements in planning, designing, and executing strategic and research-based responses to address real world issues and problems.
 

Professional Communication (PC)
3.1 Use information literacy skills and communicate effectively and professionally in written forms and using media appropriate for diverse purposes, contexts and audiences.
 

Social, Ethical and Global Understanding (SE)
5.1 Demonstrate and apply knowledge of ethical and legal principles and practices of business in critically analysing and effectively responding to complex business issues.

Case Study Scenario

Aaron is a 32-year-old IT professional who lives in a rented apartment in Adelaide with his step- brother Toby who is 20. At the age of 18 Aaron’s father encouraged him to invest a small amount of money in shares and over the years he has actively and successfully traded his share portfolio to the point where it is currently valued at $165 000. The cost base of his portfolio for CGT purposes is $88 000. The current balance in Aaron’s industry superannuation fund was $172 000. On the last statement from his superannuation fund Aaron noticed that the indirect cost ratio was 0.61% and investment fees was 0.21%. The fund charges an admin fees of $78 per year plus 0.19% of the account balance.

Your task is:

(a) Firstly, provide evidence-based research to compare the relative advantages and disadvantages of Aaron remaining in an industry fund versus moving into a SMSF. Your findings should include a comparative cost analysis. (10 marks)

(b) Secondly, research and provide Aaron with recommendations to guide him in managing his superannuation savings.

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