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Module 3 assignment questions 2, 3 and 6

Discussion in 'Financial Planning Study Group' started by Smrt, 2nd Jun, 2011.

  1. Smrt

    Smrt New Member

    Joined:
    2nd Jun, 2011
    Posts:
    1
    Location:
    Brisbane QLD
    Hi all, I can see many people are starting new threads for this assignment. I'm doing the one Kaplan version dated May 2010.

    I'm having a problem finding an "appropriate" TTR for Karen at the moment and am wondering if I'm just not getting it and how the final super a 65 is being calculated by others who have passed this assignment.

    I can see that I'll need this for question number 6 and that it'll effect the assessable income/assets for Centrelink.

    In addition - I was wondering what percentages people were using for estimating the capital Karen and Michael will need? I've been using 50% (which I feel is quite low but realistic).

    Seriously though - who waits until 1 person is retiring and the other is 3 years from retirement before seeking retirement planning advice? :eek:

    Feel free to private message or email me. I need all the help I can get!