Superannuation & Retirement Planning - Kaplan STUDY FRIENDS NEEDED!

Hi there

I emailed Kaplan re: q6.

this is the response I got, hope it helps:

'Thank you for your enquiry regarding assignment question 6.

I apologise for any confusion caused. For the purposes of question 6, Bernadette will retire in 3 year's time as stated in the particulars.

Regards,


Super Technical Services Team

Another question for whoever is out there. In question 5, Do you work out the income test for a couple or single, because he's the only one who's retired. and do her shares count as his assets?

Thanks h20, just got the exact same aswer from Kaplan. Am i wrong or is it just a wrap up (q6) of all the stuff discussed in the other questions?

Hey Hogboy,

this is the reponse i got from Kaplan:

Where one member of a couple is applying for age pension, all assets and income (including salary of one or both partners where applicable) and pooled; then half is allocated to the partner claiming age pension.

Just a heads up, make sure you look at the "income" part....

and with regards to Q6 - yes it is a strategy report wrapping all the questions up but making sure you satisfy all the goals and objectives. just make sure you cover every dot point.

i only submitted my assignment last week so still waiting to hopefully get a pass......

Do you Deem her shares? and the managed acct.? even though she's not retiring?

ALL assets. check out the case study at the end of the module.
not sure what you mean by managed acct....

Hi, I am going to enrol in the superannuation and retirement AND investment planning subjects sometime in the next week or 2. I aim to have both subjects completed by the end of March. I will keep this forum in mind if I have any questions regarding assignments. I have just passed my FFP and RM assignments and am doing my exams on the 11th of Jan. I found the FFP assignment fairly ambiguous, but the marker said it was set out pretty well. Does anyone have tips for the exams for FFP and RM? I want to get them done first time round, as I need to finish the diploma by the end of March as not to miss an employment opportunity at a financial planning firm.

Thanks

I didn't like RM, I thought there was a lot of open ended Question's, and long answer's you had to nut out. I don't work in the industry, and I think it helps if you do. Ask the people you work with as many Questions as possible. They make it clearer i think, the question's are probably simple, i just coudn't get my head around them. I have to resit module 4, I think.

I don't work in the industry as such. About 4 weeks ago I started a work experience position with a firm, so hopefully with my new subjects I can pick their brains. I actually found section 2 of RM easier than section 1. Very ambiguous. I found its not the exact answer they want, its your reasoning and logic. If I can help, let me know.

Just received my mark back for the SRP assignment, and after much stress, I received a competent.

Not sure about everyone else who has done this assignment, but I still think I over complicated it, as it ended up being about 20,000 words and 65 pages long. I just found I had to explain everything.