Superannuation and Retirement Advice - Accounting Assignment Help

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Assignment Task

 

Learning outcomes (LO) mapping Marks
LO1
Analyse superannuation structures and strategies for various client situations
LO2 Explain the taxation implications of superannuation strategies for contribution, withdrawal and insurance at the fund level
LO3 Analyse superannuation retirement income stream strategies according to their benefits, tax implications and social security treatment as they relate to different client situations
LO4 Formulate strategies to maximise superannuation benefits and clients’ entitlements to social security benefits and aged care
LO5 Discuss the advantages and disadvantages of equity release schemes as a source ofretirement income
LO6 Design superannuation strategies in respect of divorce, bankruptcy and death benefits
LO7 Develop a compliant statement of advice (SOA)

    


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