Your submission must be prepared using the relevant template provided. Your submission is a strategy document only, as such you are NOT required to price any actual quotes or recommend specific investment products; As illustrated in the templates, please bullet point your responses. Marking - It is important that you refer to the Part A and Part B Marking Rubrics which details the expected standards of each section of the file note [strategy paper]. The assessment is worth a total 80% of your final grade, that is, 20% for Part A and 60% for Part B.

Submission - As previously noted, your Assignment will be submitted in two parts as follows: Part A: You are required to submit your intended wealth creation recommendations (outside superannuation), together with any lifestyle recommendations for feedback. This is worth 20% of your final grade. Part B: You are required to submit your full file note [strategy paper] as detailed above. This is worth 60% of your final grade. Part B includes any wealth creation / lifestyle recommendations for Brendon, which may or may not be the same as your Part A recommendations. Based on your Part A feedback, you can choose to update / change your recommendations as desired.

All submissions must be submitted via the Blackboard Assignment submission point (within the assessment folder) and an electronic coversheet must also be completed. Further instructions on this and the specific due dates for Part A and B are provided. Finally, it is your responsibility to ensure you upload the correct file and the complete assignment is submitted by the due date. Please note you may submit your assessment item as many times as you like prior to the due date. Your final submission will be marked and count towards your final grade.

For Part B: Your submission must be prepared using the Part B template provided. Your submission is a strategy document only, as such you are NOT required to price any actual quotes or recommend specific investment products; As illustrated in the template, please bullet point your responses. Please start a new bullet point for each separate point you make. There is no word limit for Part B. As a guide, your submission should be roughly 4,000 to 5,000 words, though you may exceed this, particularly if you are providing detailed explanations for each section with the aim of achieving an excellent result. However, please remember it is quality over quantity!

A reminder that as part of your Part B submission you are required to include recommendations on the wealth creation and lifestyle objectives that you submitted for Part A. As discussed, you can choose to update / change any recommendations made for these sections for Part B and there is no word or page limit associated with this section for Part B. Please refer to the detailed template instructions below which sets out what you need to cover for each section in detail. Finally, please ensure you have reviewed the Part B marking rubric on L@G as well as the Part B checklist.