SRP Kaplan Help!

sweetp7282 · 20-10-2011, 07:18 AM

Quote:

Originally Posted by benten

Hi sweetp7282,

Sorry, anoth one. Q3 how did you come up with total super at age 65? Still unsure when it says to take her investment income into the equation...

Any help would be appreciated. Thanks

As in TTR stretegy???

if so , in ques 3 - i have worked with 8.5% return on annual basis. and also put an assumption that this rate is applied on opening balance.

benten · 20-10-2011, 07:27 PM

Quote:

Originally Posted by sweetp7282

As in TTR stretegy???

if so , in ques 3 - i have worked with 8.5% return on annual basis. and also put an assumption that this rate is applied on opening balance.

Thanks. was getting a little confused..but think i have it now.

Sacko · 25-10-2011, 11:37 AM

Hi Sweetp

Thanks for expanding on your answer, I'm re-reading through the whole of the course notes again before revisiting the assignment, but I'll take you additional comments on board.

Cheers
SACKO

Quote:

Originally Posted by sweetp7282

Hi Sacko,

I understand your comments and I have tossed lot of ideas to provide this answer. More I thought, more I make my answer complicated.

I have made a note in the answer that you need to take into consideration their living expenses after their retirement as they will be drawing down theit capital.
Also, I assumed that for next three years Karen's salary will be used for their living expenses.

I would have made cpompunded calculations but that became more complex. So I just stopped making it too complicated and calculated it as a new layman student.

Don't think too much and make it too difficult. I guess they dont expect you to provide everything as long as they know you are on right track.

hope my justifications helped u...

cms · 10-11-2011, 09:28 PM

HI,

can you please guide me in TTR strategy?

1. How do we arrive at social security payment?

Honestly, I am very confused in this assignment? Can anyone help me out please?

Stojarama · 14-11-2011, 03:38 PM

Quote:

Originally Posted by cms

HI,

can you please guide me in TTR strategy?

1. How do we arrive at social security payment?

Honestly, I am very confused in this assignment? Can anyone help me out please?

Hi, Does anyone want to trade answers? I have finished 1-4 and going to start on 5 & 6 tomorrow. Your can email me at bucik_13@bigpond.com.

Thanks

krazykakes · 02-12-2011, 01:33 PM

Quote:

Originally Posted by sweetp7282

hi,

i have just cleared my SRP 0510 assignment with excellent remarks!! phew!!! took a long time to complete it than anticipated....

if you still need help... let me know.. i may be able to help...

i'm doing mine now and need help

anyone have an assignment i can borrow?

wildgoose · 16-12-2011, 10:26 AM

I calculated the capital value needed by discounting the income stream required over the retirement period to today's present value as you would when buying an annuity (see module 2 of IP1 study notes page 2:11) and simply deducting the current investment assets. My calculations resulted in a similar sum to most others so I assume that my logic has produced the correct result.

fab9251 · 31-12-2011, 02:46 PM

Hi guys, have completed my first submission for SRP and what a stinker it was. Need to resubmit q6, q1-5 OK. Kaplan have send some full on feedback but it's a bit above me at the moment. I have completed the other 3 modules and this is the last one. So If anyone has completed q6 of the SRP module and wants to swap assignments for any of the other 3 please let us know.

fmcallisto@gmail.com

Thanks and happy new year.

A21 · 31-12-2011, 03:15 PM

Quote:

Originally Posted by Hector

Thanks, it's funny I got RM, FFP & IP1 pretty well but with SRP I find myself stumped more often than not. I've got 5 weeks to get this assignment done and it's the 1st time I am really struggling with it.

Hi Hector

I know i am a bit late to offer help for Superannuation and Retirement Planning assignment. But if you still need any assistance I am more than happy to trade in my marked assignment for you to have a look at.

I am struggling with the Investment Planning assignment (Isabella). I was wondering if you would care for passing on some help to me.

Let me know

Regards
A21

fab9251 · 31-12-2011, 03:41 PM

Quote:

Originally Posted by A21

Hi Hector

I know i am a bit late to offer help for Superannuation and Retirement Planning assignment. But if you still need any assistance I am more than happy to trade in my marked assignment for you to have a look at.

I am struggling with the Investment Planning assignment (Isabella). I was wondering if you would care for passing on some help to me.

Let me know

Regards
A21

Hi A21, have completed IP1 although in 2009 but am willing to swap with SRP

Let us know

Thanks