Superannuation Planning: A Couple’s Financial Strategy

Superannuation Planning: A Couple’s Financial Strategy

The Superannuation Planning Report for a Couple

By [Student’s Name]

Course Code and Name

Professor’s Name

University

City and State

Component Two (30 Marks) Due May5^th 9.00am 

Mathew and Bettina Watson have come to you for advice about their Superannuation

Mathew is 38 and works for a road construction company. He has an accumulation fund account with an Industry based fund. As part of the Enterprise Bargaining Agreement at his work his employer pays an amount equal to 12 % of his salary into superannuation. When he joined the fund he was automatically placed into the default investment choice, which is a balanced investment choice. Mathew has remained in the balanced investment…