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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.


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Statement showing Accumulation and income in Superannuation Account
Year Hesta 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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