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FIN3CFP Financial Planning-Superannuation Account

To understand, evaluate and apply a range of advanced financial planning strategies in respect of transition to retirement salary sacrificing and other appropriate pre-retirement strategies To develop analytical and problem-solving skills in providing strategies designed to satisfy the needs of a client.

To develop skills in understanding and interpreting client needs and requirements.To prepare a structured, informative and professionally presented Statement of Advice according to industry standards.

Answer:


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Statement showing Accumulation and income in Superannuation Account
YearHesta Industry Super Fund CT Personal Superannuation Fund Return
2017 $72,000.00  $48,000.00  $6,912.00 
2018 $73,900.00  $49,900.00  $7,121.00 
2019 $75,100.00  $51,100.00  $7,253.00 
2020 $76,220.00  $52,220.00  $7,376.20 
2021 $76,220.00  $52,220.00  $7,376.20 
2022 $1,61,440.00  $1,37,440.00  $16,750.40 
2023 $1,61,440.00  $1,37,440.00  $16,750.40 
2024 $1,63,440.00  $1,39,440.00  $16,970.40 
2025 $1,63,440.00  $1,39,440.00  $16,970.40 
2026 $1,72,940.00  $1,48,940.00  $18,015.40 
2027 $2,48,660.00  $2,24,660.00  $26,344.60 
2028 $2,64,911.40  $2,40,911.40  $28,132.25 
2029 $2,66,425.80  $2,42,425.80  $28,298.84 
2030 $2,84,191.60  $2,60,191.60  $30,253.08 

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