Michael and Tina
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|Scope |This case study is applicable to assessment in relation to FNSASICU503A Provide advice in Superannuation |
| |and should be used as context for your Activity Tasks in this program of study. |
| | |
|Case Study |Michael is 58 years old. He is married to Tina who is 46, and they expect two financially independent |
| |children. |
| |They work out a successful painting contracting business, M&T Painting Services Pty Ltd, and buzz off come to see |
| |you later being referred by a friend.
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|Initial Interview |During the sign interview, you discover that Michael and Tina jointly own their $700,000 home, two cars|
| |worth $60,000 and have about $50,000 worth of circumscribe and personal affects. You ascertain that they |
| |have adequate general insurance in place (home, contents and cars) but no personal insurance apart from |
| | unavowed health cover. |
| |Michael and Tina do not have a mortgage or any significant liabilities. |
| |As they approach...If you want to rush a full essay, order it on our website: Orderessay
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