Tag: retirement planning

Individual Assignment – Retirement Planning

This assignment will allow students to further demonstrate their knowledge and application of personal finance planning. Personal finance planning includes finance management, risk management, investment, and retirement planning. In this assignment, we will focus on personal retirement planning. Retirement Planning Framework Current Situation Where appropriate, you should consider including the

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3150AFE Taxation Planning for Financial Advisors

PROBLEM SOLVING ASSIGNMENT – 50% This problem-solving assignment is designed to assess the learning outcome of students expressing their understanding of Australian taxation system in resolving hypothetical tax problem. Students are required to complete the File-Note (25%) and Business Letter of Advice (25%) Students are provided comprehensive facts about a

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