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Corporate Finance (BAFI1059) S2 2020

Corporate Finance (BAFI1059) S2 2020 Page 1 of 9
School of Economics, Finance and Marketing
Master of Finance
BAFI 1059 – Corporate Finance
PROJECT (GROUP ASSIGNMENT)
Semester 2 – 2020
Marks
• This assignment is marked out of 100 and contributes 40% to the overall assessments.

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Accounting Assignment Project

MEISHA, LTD: COST MANAGEMENT ANALYSIS PAPER

CASELET 1F

SEMESTER 2

A.Y. 2019-2020

STRATEGIC COST MANAGEMENT

Jerald James G. Montgomery, CPA

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Accounting Assignment Project

a. Calculate the covariance and correlation coefficient between CIM.AX and EVT.AX.

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Accounting Assignment Project

Business Accounting|Individual Report (From the given Case Study)

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1 | P a g e
Pathway: International Year 1 – Business
Module title: Business Accounting
Assessment 1 – 2019/2020
Module Aims: Aims to focus on
 Basic financial statements: from interpretation to analysis
 The usefulness of these statements to aid management decisions
 Techniques used for costing and pricing decisions

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Accounting Assignment Project Business Report/ Essay Project

Financial Markets and Portfolio Management AAF040-6

Some significant effort, generally organized and communicated well but with significant

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Accounting Assignment Project

Resources ACC320 Assignment

Resources ACC320 Assignment – Report (Literature Review) Resources and Checklist There is a Powerpoint to help you get started on the assignment in Blackboard (BB): Assessment: Task 2 – Report (literature Review) Getting started on the Research Assignment A

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Accounting Assignment Project

ACC320 Contemporary Accounting Issues Assignment – Rubric

ACC320 Contemporary Accounting Issues Assignment – Rubric

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Accounting Assignment Project

pricing

QUESTION9 (b)

To fund these payments the fund manager must invest in the four bonds described in QUESTION 8. Assume that she is trying to minimize transaction costs;use the figures in QUESTION 8 to write the equations that would need to be satisfied to immunize the annuity described in this question. Note that the fund manager is concerned that the application of these conditions could result in only one or two different types of bonds being held. As this is considered risky she introduces a diversification condition whereby she must hold a minimum of five of each of B1,B2,B3 and B4. Note; these conditios will need to be considered in your equations.

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Accounting Assignment Project

ACCT2288:Assignment–Semester1,2019

ACCT2288:Assignment–Semester1,2019
ThisassignmentrequiresyoutodevelopandpresentacompliantStatementofAdvice(SOA)basedonthe
casestudyprovided.

Youarerequiredtoreadcarefullytheassignment(CaseStudy),whichrequiresthe
preparationandsubmissionofacompliantStatementofAdvice(SOA)andaddressthequestionsand
tasksrelatingtothekeycaseissues,theclients’goalsandobjectives,theimpactofnewfinancialplanning
legislation,preparationofarisktolerancequestionnaireandclientquestionnaire.
YouwillneedtosubmityourassignmentthroughTURNITINbefore11:00PM(AustralianEastern
StandardTime)ontheduedateofMonday,13May2019.
CASESTUDY
YouareaCertifiedFinancialPlanner(CFP)whohasbeenapproachedbyamarriedcoupleseekingadvice
withregardtotheirpre-retirementplanning.
RichardandRenukaBRADLEYhaveneverpreviouslyengagedtheservicesofafinancialplanner,butnow
thattheyintendtoretireinaround5-6years,theyfeelthattheyshouldseekprofessionalguidance.They
havetoldyouthatuponretirement,theywouldliketocontinuelivingintheircurrenthomeforaslongas
theycanpracticallyaffordtodoso.Giventhatneitherofthemhasanyhealthissues,theyfeelthattheycan
liveintheircurrenthomeformanyyearsintothefuture.
RichardandRenukaalsoownaninvestmentproperty,currentlyworth$400,000,andwithamortgageof
$185,000onaninterestonlyloan.TheyacquiredtheinvestmentpropertyinNovember2003,afterattending
apropertyinvestmentseminar.Overall,theyhavebeensatisfiedwiththeirinvestmentpropertyinvestment,
andrealizethatinretirementthattherentcouldprovideusefulincomeforthem.However,theyhave
indicatedtoyouthatifyouhavesomeotherrecommendationofinvestmenttotaketheplaceofthe
investmentproperty,theyarehappytoconsiderthatalternativerecommendation.Inanycase,theywishto
commenceretirementfreeofanymortgage,andseekyouradvice.
DetailsoftheircircumstancesaresetoutintheClientDataFormintheattacheddocument.
REQUIREMENTS
YouarerequiredtoprepareandpresentacompliantStatementofAdvicecontainingyourrecommendations
toRichardandRenuka.
Asthisisafictionalcasestudy,youmaymakereasonableassumptionstocompletethedetailsofthe
clients’situation,butyoushouldnotalteranyoftheinformationprovidedinthecasestudy.
Inmakingassumptions,theyshouldbeREASONABLEassumptionsandtheyshouldbeconsistentwith
theinformationalreadyprovided.Thereistobeno“frontendloading”withassumptionstomakean
outcomemoreachievable,thatis,DONOTmakeassumptionsaboutwindfallssuchaslotterywinsor
inheritances(apartfromthe$275,000inheritancethatRenukaistoreceiveshortlyasalreadydetailed
intheClientDataForm).
YourassignmentsubmissionshouldincludealistofALLassumptionsthatyouhaveincorporated 2
Manystudentswillnotethatthiscasestudyhasmanysimilaritiestothecasestudyassignmentthatyou
mayhaveundertakeninBAFI2075/FNP21–Superannuation&RetirementPlanning.Youarefreeto
applyrecommendationsfromthatearlierassignmentasthebasisofyourrecommendationsinthis
currentassignment.Theemphasisinthiscurrentassignmentistheproductionofaproperlydrafted
SOA.Sowhileyourrecommendationstotheclientareaveryimportantelement,markingwillalso
focusonthestructureoftheSOA.(Amarkingguideisincludedasthefinalpageofthisdocument.)
YourSOAshouldincludethefollowingasaminimum:
AcompliantSOAcoverpage,incorporatingallASICrequirements
Anexecutivesummarycoveringnomorethan2pages
Cashflowsandbalancesheet–BEFOREandAFTERrecommendations
Recommendations(Shouldbeatleastthree)
Anticipatedoutcomes–Howitplacestheclientinabetterposition
Appropriatedisclosuresanddisclaimers,includingdetailsofyourremuneration
ActiontoProceed
AuthoritytoProceed
NOTE:Giventhattheemphasisonthiscasestudyisonpre-retirementplanning,itisacceptable,ifyou
choose,toadviseyourclientsthatyouwillintroducethemtoanotherspecialistprofessionalifthereisa
needforthemtohaveanyinsurance.However,itisveryimportantthatifyouidentifyanyinsuranceneeds
aspartofdevelopingyourrecommendationsthatyouexplainthoseinsuranceneedsinyourSOAandthe
type/sofinsurancesrequiredbeforethenofferingthemareferral.
GUIDE:Whilstthereisnowordlimitorpagelimitonyoursubmission,tobeaneffectiveSOA,itis
expectedthatmostsubmissionswillhaveapagecountof15-20pages,withupto6additionalpagesas
appendicesifrequired.PleaseDONOTsubmitanyinvestmentproductsheetsorProductDisclosure
Statementswithyourassignment,eventhoughthatisarequirementwithSOAsinreallifecircumstances.
Submissionswhichsignificantlyexceedthisguidemaybeconsideredtobenot“clear,conciseand
effective”andwillaccordinglysuffersignificantmarkingpenalties.
Basedonthiscasestudy,studentsarerequiredtosubmitacompliantStatementofAdvice.Itisimportant
thatalllegalandprofessionalrequirementsandexpectedstandardsmustbefollowed.Thisisthecapstone
courseinFinancialPlanningandaveryhighstandardisrequiredandyouwillneedtoattainan
advancedlevelofdetailinyourStatementofAdviceinordertopassthiscourse.Youareexpectedtodemonstrateyoureffectivecommunicationskillsandtechnicalknowledgeby
presentingacomprehensiveSOAthatisfocusedonclientneedsandinlinewithethical,professional
andlegalexpectationsandrequirements.
YourSOAwillbeassessednotonlyfromclientandcomplianceperspectives,butalsoinlinewiththe
expectedstandardsandcourseguidelines,whicharedetailedintheCourseProfile.Althoughyouare
requiredtoprepareacomplyingdocument,youneedtobeawarethatyourfinalassignmentmustalsomeet
theveryhighexpectationsofthiscapstonecourse.PleaseusetaxrulesandratesasappliesfortheFinancial
Year2018-2019.
Toachieveapasslevel,youwillneedtoattainanadvancedlevelofdetailwhenwritingyourcomprehensive
SOA.StudentsareexpectedtodevotesufficienttimetothepreparationofaStatementofAdvicewhich
encompassesboth,theessentialelementsandstructuralelements,coveredthroughoutthecoursework
modules.Youareexpectedtoproduceanoriginalassignmentofahighacademicstandard.Remember
thatclearandconcisewritingwillberewarded,andpenaltiesapplyforpoorpresentation,and
spelling,grammarandpunctuationerrors.
WORKINTEGRATEDLEARNING:FeedbackfromaFinancialPlanner(Advisor)
YouarerequiredtocontactalicensedFinancialPlannerwhoiswillingtospendupto1½hourswithyou.
Youaretoprovidetheplannerwithacopyofyourreport,presentyourStatementofAdvice(including
yourrecommendation)tothePlannerandseekhis/herfeedbackonboth,thetechnicalqualityofyour
presentationandyourpresentationskills.Afeedbacksheetisprovidedforthispurpose.AletterfromRMIT
isprovidedtoassistinfacilitatingthismeeting.Thepresentationworksbestwhentheadviseradoptsthe
roleofyourclients.
ThisisaWIL(WorkIntegratedLearning)requirementforRG146complianceandmustbecompleted–
pleaseseeassignmenttipsforfindinganadviser.Youarerequiredtosubmitthefinancialplanner’s
feedbacksheetformifyouhaveusedit.Alternatively,youcouldeitherprovidedetailsofthefinancial
planner(advisor)youhavesolicitedafeedbackfrominyourassignment.Allthesedocumentsshouldbe
submittedontheduedateonthecoursewebsite.Yourassignmentandotherformsmustbesubmittedonline.
Thisassignmentisworth50%ofyourfinalmarks(theassignmentismarkedoutof100andscaledback
to50%).
Pleasespendsometimeonthedetailedmarkingguideprovidedtoyouwithinthisdocument.

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Accounting Assignment Project Business Report/ Essay Project

International Finance Part 1: Currency Forecasting and Investment Project

International Finance

 Part 1: Currency Forecasting and Investment Project

INTRODUCTION: