assignment
Assessment :2000 words essay response and one analytical response - individual assessment.
Purpose: to have experience in analysing financial implications for a given business scenario, and communicating the analysis and conclusions in report format as would be expected in a modern organisation.
due date :wednesday
Topic: What are the important factors that should be considered by tertiary sector employees when they are deciding whether to place their superannuation contributions in the Defined Benefit Plan or the Investment Choice Plan? What issues relating to the concept of the time value of money, taxes, opportunity cost etc., might be important in this decision-making process? Explain. (2000 words).
Task Details: Students are to analyse the given information, doing relevant research regarding Defined Benefit Plan and Investment Choice Plan and create relevant, supported conclusions and make justified recommendations to given issues and problems. Responses are to be formatted into a professional report/essay, as would be expected of someone working in a modern accountant’s or financial advisor’s office.
Presentation: 2000 words typed in word .doc essay format; title page, introduction, suitable headings and subheadings, conclusions and recommendations, reference list (Harvard – Angelia style), attachments, e.g. spreadsheets.
Research Requirements: Students need to support their analysis with reference from the text and a minimum of (6) suitable and reliable, current and academically acceptable sources – check with your tutor if unsure of the validity of sources. Students seeking Credit or above grades should support their analysis with increased number of reference sources comparable to the grade they are seeking.
Marking Guide:
Analysis 30% Research – extent and application 30% Recommendations/conclusions 20% Presentation 20%
Total 100% Total out of 100% will be scaled to a mark out of 30
7 years ago
30
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- FactorsConsideredinFinancialPlanning.docx
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