BAFI 1014 Personal Wealth Management Assignment

Reference no: EM132506910 , Length: word count:2000

BAFI 1014 Personal Wealth Management - Rmit University

Learning outcome 1: Understand and perform simple financial need analysis. Understand concepts associated with portfolio theory.
Learning outcome 2: Appreciate the effects of taxation on financial planning and calculate taxation liability

Learning outcome 3: Develop and be able to critically evaluate a financial plan for an individual.

Assessment task

Question 1: Case study

Required:

A. Calculate Peter and Meg's after-tax income for the year ended June 30th, 2020. For the purpose of calculation, the assume the figures are of the year 2019-20. Explain how Peter and Meg could reduce their tax liability by splitting their income. Show the effect this strategy would have had, if they had split income for the tax year ended 30 June 2020.

B. Calculate Meg's capital gains liability if she were to sell her Polynovo Ltd shares. Assume that Meg will sell her shares and advise her on a strategy she could use to minimise her possible capital gain. Also, show the effect this strategy (calculation) would have.

C. You observed that Meg's father has used "Negative gearing" as a tax-saving strategy for the couple in the past. Please explain this to the couple, bringing example from their tax calculation.

Question 2: Infographic/poster

You are required to design an infographic/poster that would be used on the financial planner's website or displayed in their office. The purpose of the infographic/poster is to explain to investors the Managed Funds.

Required:

The poster should enable explanation of managed funds; advantages, downsides and risks associated with investing into managed funds, and

Include any (not more than one) of the following dimension to further knowledge of the investors on managed funds.

1. Explain the regulatory environment and the structure of managed investment schemes (MISs) in Australia
2. Explain the typical fee structure of a managed fund
3. Determine how to select a managed fund for investing
4. Differentiate between different management and investment styles
5. Outline some of the methods used for measuring returns and analysing performance of managed funds.

The poster should be self-explanatory and contain real information. So you need to conduct additional research because you will need to use actual investments.

Attachment:- Personal Wealth Management.rar

Reference no: EM132506910

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