Superannuation and Retirement Planning (DFP3v1)-Kaplan Professional

Internal Code: TV7

Superannuation and Retirement Planning

Task 1: The Nathan and Mary Davidson case study — Superannuation contributions Section 1: Superannuation contributions Read the case study and fact finder, then: • answer the six (6) questions they have about superannuation contributions • answer Question 7 by documenting the strategy you would recommend to meet their needs and objectives • complete a cash flow table showing their financial position should they take your advice. Section 2: Engaging your clients Re-read the case study for Nathan and Mary, then: • answer the six (6) questions relating to client engagement at each stage of the financial planning process. Task 2: The Kellie and Jeremy Wallace case study — Superannuation benefit payments Read the case study and fact finder, then: • answer the five (5) questions they have about superannuation benefit payments • answer Question 6 by documenting the strategy you would recommend to meet their needs and objectives • complete a cash flow table showing their financial position should they take your advice.