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• You must use the Part A template provided on L@G;
• Your submission must be a maximum of 2 pages - penalties will apply for those that exceed this and any information on subsequent pages will not be reviewed or marked. Further, please do not change the template settings, penalties will also apply for those who do this. The current settings are: Arial 11 point font, single spacing, standard margins of 2.54cm each side. o As a guide your submission should be roughly 500 - 750 words (so please get straight to the point), although there is no word limit as such; o However, if you exceed the 2 page limit or alter the settings above, your mark for this assessment item will be reduced by 1 mark (20%). o Any calculations / screenshots included in Appendix 1 are not included in the 2 page limit above.
• You are only expected to provide your client with strategic recommendations for his wealth creation goals outside of superannuation as well as any lifestyle recommendations. That is, you are not expected to provide any superannuation or insurance recommendations for Part A, though you will be required to do so for Part B.
• Please refer to the detailed file note instructions on L@G which sets out what you need to cover for these sections in detail, as well as the frequently asked questions for Part A (also on L@G).
• Finally, please ensure you have reviewed the Part A marking rubric on L@G as well.