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  DFP Module 3 -Assessment Activity 4 Short Answer Superannuation-SMSF

Assessment Activity 4 Short Answer Superannuation-SMSF Activity instructions to candidates This is an open book assessment activity. You are required to read this assessment and answer all 6 questions that follow. Please type your answers in the spaces provided. Please ensure you have read “Important assessment information” at the front of this assessment Estimated time for completion of this assessment activity: 1-2 hours Question 4.1 How many members can aSelf Managed Superannuation Fund (SMSF) have? Question 4.2 Yo... More

  DFP Module 3 Assessment Activity 3- Case Study Superannuation –Death benefits

Assessment Activity 3 Case Study Superannuation –Death benefits Activity instructions to candidates This is an open book assessment activity. You are required to read this assessment and answer both questions. Please type your answers in the spaces provided. Please ensure you have read “Important assessment information” at the front of this assessment Estimated time for completion of this assessment activity: 1-2 hours Question 3.1 Matthew is currently married to Susan and they have one child together, Annie, who is jus... More

  DFP Module 3 Assessment Activity 2- Case Study Superannuation

Assessment Activity 2 Case Study Superannuation Activity instructions to candidates • This is an open book assessment activity. • You are required to read this assessment and answer allof the following questions. • Please type your answers in the spaces provided. • Please ensure you have read “Important assessment information” at the front of this assessment • Estimated time for completion of this assessment activity: 2-3 hours == Question 2.1 Lisa is 59 years old and has permanently retired from the workforce. She has come t... More

  DFP Module 3 Assignment-1- assessment and answer all 10 questions

Assessment Activity 1 Short Answer Superannuation Activity instructions to candidates This is an open book assessment activity. You are required to read this assessment and answer all 10 questions that follow. Please type your answers in the spaces provided. Please ensure you have read “Important assessment information” at the front of this assessment Estimated time for completion of this assessment activity: 2-3 hours ==== Question 1.1 Describe a market-linked fund. Question 1.2 Describe a defined benefit. ... More

  Diploma of Financial Planning Module 3 Assignment

Important assessment information Aims of this assessment This assessment covers the fundamentals of superannuation. It covers rules around contributing to superannuation such as the work test, as well as contribution limits (both concessional and non-concessional). Salary sacrifice strategies are addressed, as are the differences around a superannuation fund in accumulation phase versus pension phase. Tax consequences across contributions to super, money held within the accumulation phase, and lump sum withdrawal of benefits (inclusive o... More
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