FPC003 Superannuation and Retirement Advice - Assignment tasks

Assignment tasks (95 marks)

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 Papadakis family. 

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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.

Assignment presentation and referencing (5 marks)

You are required to research beyond the subject notes in answering the questions in this assignment. Reference and cite all your sources when quoting or using material from external sources. Include a reference list at the end of your assignment.

You are required to:

• use appropriate presentation and format for your assignment
• demonstrate independent research and analysis
• demonstrate appropriate use of relevant references
• follow the Harvard referencing style as recommended in the ‘Kaplan Australia: Harvard Referencing Guide’ available from the ‘Build Your Skills’ Hub in KapLearn
• include a reference list at the end of your assignment following the recommended referencing style
• adhere with the assignment word limit.