BAFI1014: Wealth Management Case Study Analysis and Tax Implications

This assignment provides a comprehensive analysis of a personal wealth management case study involving a married couple, Amanda and Zhang. It begins by calculating their after-tax incomes under both individual and joint filing scenarios, comparing the tax liabilities and recommending the most beneficial filing strategy. The analysis extends to calculating capital gains tax on the sale of shares, exploring the impact of holding periods on tax liabilities. Finally, the assignment assesses the couple's portfolio, computing its expected return and evaluating its risk profile, offering recommendations for portfolio diversification and optimization. The case study highlights the importance of tax planning and strategic investment decisions in achieving financial goals. The document includes all calculations, analysis, and recommendations for the case study.