澳洲留学生课程作业Assignment Brief

澳洲留学生课程作业Assignment Brief

来源:www.51fabiao.org作者:cinq发布时间:2013-04-23 15:47
第一部分:案例研究评价:最多1000字(加上附录的要求)指令:请仔细阅读以下描述的情况。

任务简介

第一部分:案例研究评价:最多1000字加上附录的要求

指令

仔细阅读以下描述的情况指出关键的财务信息和主体的态度和需求需要制定一个养老金计划为了成功完成任务你需要

Section One : Case Study Evaluation :  Max 1,000 words (plus appendices  as required assignment)
Instructions:
Please read the scenario described below carefully, noting the key financial information and the attitudes and needs of  the subject.
You are required to draw up a pensions action plan. In order to do this successfully you will need to  :
• Carefully investigate the products and circumstances detailed.
• Investigate the cost of / returns from current and suggested products, taking account of current and expected future economic conditions.
• Carry out calculations necessary to support your pension recommendations. 
• Take account of tax efficiency and the affordability of current and suggested future actions.
Your financial plan should be holistic ie should address the relevant areas with regard to how they impact on each other and should address the overall net position after your recommended actions are implemented.
The key aspects to address in your preparation are:
WHAT are the issues?
HOW should they address the issues ? (ie identify the strategies they need to deploy and the products they need to use to meet their objectives)
WHEN should they take specific actions ? (ie prioritise http://www.51fabiao.org/azlw/ )
WHY is the suggested action the best thing to do? (ie justify your choices)