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看到任务文件夹的客户资料表。你的任务是把一个顾问的角色，为凯文和路易丝作一个报告，包括他们是否能满足他们的退休目标。你会推荐给他们在退休之前有4年的准备时间。你正在进行的使用电子表建模格说明你的建议和你所得的结果。See the Client Data Form in the assignment folder.Your task is to take the role of an adviser and provide Kevin and Louise witha report that addresses the following: Whether they can meet their retirement goals and objectives. What strategy you would recommend to them to prepare for theirretirement in 4 years’ time. You are to undertake modelling using the spreadsheets on FIDO toillustrate the outcome of your recommendations. Discuss how much they should contribute to superannuation (developa contribution schedule), providing information about the contributionrules, including contribution caps and eligibility to make concessionaland non-concessional contributions,https://www.51lunwen.org/guidelines/ where appropriate. Your advice should address the issue of capital gains tax and howKevin and Louise could reduce their capital gains tax liability if theysell their investment property at some time in the future. You can ignore Centrelink entitlements. You are to advise Kevin and Louise of the investment asset allocation(but not investment products) that would best meet their needs. (Youwill find the information on risk and return and portfolio construction inthe MLC Navigator Retirement Plan (PRP) Product DisclosureStatement (PDS) useful.) You are required to complete an application form for the MLCNavigator Retirement Plan Product Disclosure Statement to rollovertheir superannuation to MLC Navigator. You are to complete thenonbinding death benefit nomination form in favour of each other.10% allocated to quality of your report and presentationYou are not required to prepare a Statement of Advice or any othercompliance requirements, eg relating to superannuation switching. Thisexercise is about developing a superannuation and retirementplanning strategy that meets the needs of the client.The word limit for your report is 4000 words – you may include appendices.

Task 2 – 20%

You are to contact a Financial Planner who is willing to spend up to 1 hourswith you. You are to provide the planner with a copy of your report, presentyour recommendations to the Planner and seek his/her feedback on both thetechnical quality of your presentation and your presentation skills. Afeedback sheet is provided for this purpose. A letter from RMIT is providedto assist in facilitating this meeting.

Task 3 – 10%

你要在你接近一个顾问和展示您的案例研究。反射片是你写的报告，你如何写是，如何成功的，什么是好，什么不好，都要做出一一详细的分析。You are to write a reflection piece on your experience of approaching anadviser and presenting your case study to him/her. A reflection piece is awritten report of what you did, how you went about it, how successful youwere, what went well, what didn’t go well, what you would do differently nexttime. It can be useful to keep a diary throughout the semester whichdocuments the work you do for the assignment and how you went aboutsetting up your appointment with the planner, etc. The purpose of thereflection piece is to get you to think about what you have done and whatyou have learned and how you could improve.The word limit for your reflection paper is 1200 words.You are required to submit your report, the financial planner’s feedback sheetfrom and your reflection piece by the due date on the learning hub.Attacha copy of thelecturer feedback sheetto your submissio本论文由英语论文网提供整理，提供论文代写，英语论文代写，代写论文，代写英语论文，代写留学生论文，代写英文论文，留学生论文代写相关核心关键词搜索。