Superannuation and Retirement Advice - Finance Assignment Help

Assignment Task :

Case study: George and Anita Papadakis

You are Ashley Craig, senior financial planner and principal of All Out Financial Planning, a boutique financial planning practice licensed by ABC Financial Solutions Pty Ltd (AFSL 222222).

You first met George and Anita Papadakis two months ago, when they were referred to you by an existing client. At that meeting you completed a data collection form and the clients provided you with copies of the following:

• current superannuation statement for both partners

• tax return for the previous financial year (2018/19) for each of them

• bank statement of loans and savings.

The clients have requested that you prepare a statement of advice (SOA) which addresses their goals and objectives and each of the questions they have raised as outlined in the following ‘Scope of advice’. 

Scope of advice

Your task is to:

1. Examine the clients’ stated goals and objectives for each of the following questions and issues they have raised and, after analysis, consider appropriate responses. 

The questions and issues raised by the clients are important in the development of appropriate strategies you believe the clients should be considering. Those questions to which the clients require a specific response should be addressed in your SOA. All goals, issues and directions raised by the clients form the agreed scope of your advice to the Papadakises. 

2. Complete an SOA that incorporates, in a coordinated and communicative way, the strategies the clients should be adopting and suitable responses to each of the questions the clients want you to address. Your SOA should also conform to the content and structure of an SOA and its component parts as described in Topic 8 and the sample SOA which can be found in the online resources for Topic 8.

The following questions and issues raised by George and Anita are designed as prompts to help you consider the key issues. A number of assumptions are required to be determined. These assumptions should be incorporated into your responses and the SOA.

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