Assessment of the Self Managed Super Funds
|3. Assessment Details:||Assessment 2|
|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 contributes to Learning Outcomes a, c and f.
|Assessment topic/s:||Assessment of the Self-Managed Super Funds (SMSFs)|
|Full task details of the assessment:
|Task: The largest part of the managed funds industry in Australia is the superannuation sector, of which selfmanaged superannuation funds (SMSFs) constitute over $700biillion in assets. Students will obtain data on various superannuation funds from 2007 to 2018 and produce a report that addresses the following questions:
a. Describe the structure of SMSFs, including how they are managed and regulated.
b. How are SMSF funds invested relative to other funds. Are SMSF investment portfolios more or less diversified than others?
c. Examine the returns on SMSF investment portfolios relative to others from 2007 to 2018. Which of them performed better?
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
|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.
(b) A title page, which indicates Subject title, Subject Code, Trimester number, Assignment title, your full name and KOI student number, word count and Tutor’s name.
(c) Executive Summary
(d) Table of Contents
(e) Body (main 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 – Recommendations
(h) A Turnitin validation page showing the Similarity score for your assignment
(i) A copy of the Marking Rubric
This total will be converted to a mark (correct to the nearer whole number), out of 30%