SUBJECT CODE & NAME: FIN203 Banking & Finance
3. Assessment Details: Assessment 2
Submission: Research Report - 2500 words report - Individual assessment
This project will further students' understanding of Australia's self-managed super funds (SMSFs) and perceived risk. This assessment contnbutes to Learning Outcomes a, c and f.
30% Due Date: 11:59 P.M. Sunday Week 10
One soft copy (Word .doc or .docx) of the report to be uploaded to Moodle Turnitin by 11:59 P.M. Sunday.
Assessment topic/s: Assessment of the Self-Managed Super Funds (SMSFs)
Full task details of the assessment:
Task Details. Task: The largest part of the managed funds industry in Australia is the superannuation sector, of which self¬managed superannuation funds (SMSFs) constitute over S700bnllion in assets Students will obtain data on various superannuation funds from 2007 to 2018 and produce a report that addresses the following questions:
a. Descnbe the structure of SMSFs. indudrig how they are managed and regulated
b. How are SMSF funds invested relative to other funds Are SMSF nvestment portfolios more or less drversrfied than others?
c. Examre the returns on SMSF investment portfolios relative to others from 2007 to 2018 Which of ffiem performed better0
d Given your insights from a - c, recommend to the Australian government a financial policy that could ensure the sustainability of SMSF.
In addition to illustrating the discussion with tables and graphs, students need to support their analysis with a minimum of six (6) suitable, current and academically accepted sources -check with your tutor if unsure of your
Research Requirement sources. Students seeking Credit or higher grades should support their analysis with increased number of reference sources consistent with the grade they are seeking.
Every page should clearly be numbered, and the assignment organised as follows:
(a) A KOI Cover Sheet for an Individual Assignment.
I b | A title page, which mdkates Subject title. Subject Code. Trimester number. Assignment tide, your full name and KOI student number, word count and Tutor's name.
(c) Executive Summary
(d) Table of Contents
(e) Body (mam contents - each to be a separate numbered section).
- Research - literature review
Analysis - this is the major part of your assignment and requires numbered sub-sections
(h) A Tumrtin validation page showing the Similanty score for your assignment
(i) A cojjy of the Marking Rubnc
Reading and Research 30
Written presentation 20
Recommendations and conclusions 20
This total will be converted to a mark (correct to the nearer whole number). oiK of 30%