Investment Planning and Superannuation & Retirement Planning KAPLAN

Hello, I am also struggling with this IP1 assisgnment and was wondering how you went with Q4 & Q5?
Cheers
Marg

[QUOTE=AimeH;71002]Hi there,

I am new to InvestED and I am seeking members that are interested on working on the Investment Planning 1 (October 2008) Assignnment and the Superannuation & Retriement Planning (August 2008) Assignment.

I have unfortunately had to re-submit both of these assignments as I am not yet competent, so any assistance or guidence would be HUGELY appreciated. I am also studying a batchelor of commerce majoring in finance and financial planning, and I think that this has actually been a downfall, as I have answered the questions the way a uni would expect them to be answered and over complicated things.

I am not looking to be handed answers, but would truely appreciate being pointed in the right direction on these assignments. I also think that establishing a good relationship now could act as a foundation for a study group for the exams. I am happy to post the assignments up here, and maybe what I have completed thus far, if I can find someone who is interested in assisting me? Any help would be GREATLY appreciated


Hi There I am new too I have completed Investment planning (will have to look if its (Oct 2008) and doing super and retirement planning now. Have you done much of the super assignment?

Hi all,

New to Invested aswell and am currently doing the above 2 assigments. Would love to share ideas n brainstorm. i believe im doing the lastest assignments, AS3001, but im sure the content n structure is similar with only the figures varying in parts.

Happy to start bouncing ideas as i plan to finish these 2 off in the next week

thanks

[QUOTE=haighb;80351]Hi all,

New to Invested aswell and am currently doing the above 2 assigments. Would love to share ideas n brainstorm. i believe im doing the lastest assignments, AS3001, but im sure the content n structure is similar with only the figures varying in parts.

Happy to start bouncing ideas as i plan to finish these 2 off in the next week

Hi,

Email me at nick@whksuper and I will flick you what I have.

Cheers

if you guys need help, go look at the other SRP topic and direct questions there

I have completed the super and retirement assignment and have to complete the AS3001 by 3rd March. I am happy to share my assignment and get some ideas aswell. Cheers

Hi I am just starting the Super and Retirement - Had a look a the assignment, pretty full on - woul dlove to brain storm iwth ppl. I have completed IP1 and Risk if anyone needs help??

Jess

Hey Jess4fun,

Just started reading over the assignment today, your right, its pretty full on. I would like to braim storm with you to make it easier for both of us. Send me on your email address if your up for it.

Nigey

Hey Nigey

Yes would be good. I just have to read the last two chapters of Kaplan Book and ready to hit the assignment. Is this your last subjet? My email is jess4fun@live.com.au
Have you finished the subject notes yet and ready for assignment? or not yet?

Jess

Currently donig SRP May 2010, have previously done Foundations of fin planning, risk, and investment planning. Happy to help with other, struggling with Superannuation and investment planning questions.

a) Estimate the total capital the couple will need to accumulate in order to achieve their preferred lifestyle in retirement.
b) Analyse any gaps between the total capital required to achieve all of their retirement goals and their current financial position.
b) Describe two current, legally acceptable strategies that could be employed by the couple to enable them to maximise any Centrelink benefits in their final retirement.
c) Describe the likely advantages and disadvantages associated in adopting those strategies.

Any help would be appreciated, happy to send my answers to other questions to help you anyone else get an idea of types of answers..

Thanks