Category: Accounting Assignment Project

CASELET 1F SEMESTER 2 A.Y. 2019-2020 STRATEGIC COST MANAGEMENT Jerald James G. Montgomery, CPA

If you need help, please chat with us by the Chat Box. 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…
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Some significant effort, generally organized and communicated well but with significant

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