Category: Accounting Assignment Project

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

ACC320 Contemporary Accounting Issues Assignment – Rubric

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…
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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…
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International Finance  Part 1: Currency Forecasting and Investment Project INTRODUCTION:

1 3104 AFE STRATEGIC MANAGEMENT ACCOUNTING ASSIGNMENT – CASE STUDY SCHEDULE GROUP CASE NO TOPIC

ACCT 2285 Wealth Creation and Estate Planning ASSIGNMENT: Semester 2, 2018  DUE DATE:  End of Week 10, Friday 28 September, 2018 (5 pm Australian Eastern Daylight Time)  

FIN203 Banking and Finance Trimester 2 2018 Individual Research Project Weighting: 30%

ACC3TAX S2 2018 Group Assignment 1 Group Assignment Instructions Carefully read the instructions below before submitting your assignment Due date: 5pm on Monday 01 October 2018 (Monday of week 9). Weight: 15% of the total ACC3TAX assessment (marked out of 30 marks). Groups: Groups of minimum 2 maximum 3 students (any 3 ACC3TAX students within…
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QUEENSLAND UNIVERSITY OF TECHNOLOGY International College QCF130: ACCOUNTING SEMESTER 2, 2018 ASSESSMENT ITEM NUMBER 2: Accounting Assignment Weighting Total: 40%   (out of 60 marks)