Superannuation and Retirement Planning
VerifiedAdded on 2022/11/25
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AI Summary
This document is a written assignment for Superannuation and Retirement Planning. It includes instructions for completing and submitting the assignment, as well as sections on establishing client relationships, analyzing client objectives, addressing client questions, presenting strategies, and agreeing on a plan. The assignment is based on a case study of Nathan and Mary Davidson, who are concerned about funding their retirement. They have specific financial information and goals, and the assignment requires students to provide advice and solutions. The document also provides information on the marking process and the units of competency covered in the assignment.
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