You are required to prepare and present a compliant Statement of Advice containing your recommendations to Sam and Kim. • As this is a fictional case study, you may make reasonable assumptions to complete the details of the clients’ situation, but you should not alter any of the information provided in the case study. • If you elected to make assumptions, they should be REASONABLE assumptions and they should be consistent with the information already provided. There is to be no “front end loading” with assumptions to make an outcome more achievable, that is, DO NOT make assumptions about windfalls such as lottery wins or inheritances (apart from the $300,000 inheritance that Kim is to receive shortly as already detailed in the Client Data Form). • Your assignment submission should include a list of ALL assumptions that you have incorporated (A marking guide is included as the final page of this document.) Financial Advisory Practice 2 Your SOA should include the following as a minimum: • A compliant SOA cover page, incorporating all ASIC requirements • An executive summary covering no more than 2 pages • Cash flows and balance sheet – BEFORE and AFTER recommendations • Recommendations (Should be at least three) • Anticipated outcomes – How it places the client in a better position • Appropriate disclosures and disclaimers, including details of your remuneration • Action to Proceed • Authority to Proceed GUIDE: Whilst there is no word limit
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