# Stage 2 General Mathematics Assessment Type 2: Mathematical Investigation Topic 4: Financial Models – Preparing for retirement Part 1: Superannuation Select a superannuation fund site to investigate...

Hey please show full working out when it comes to solving the questions. Use a graphics calculator to solve the following questions and show full working out for example:
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please show all of them for each question thank you

Answered 2 days AfterSep 23, 2022

## Answer To: Stage 2 General Mathematics Assessment Type 2: Mathematical Investigation Topic 4: Financial Models...

Sandeep answered on Sep 25 2022
CASH FLOW STATEMENT
Part 1:
Select investment option from one of the websites listed above.:
There are multiple Investment Long term Investment available and in order to make right investment choices we must consider the following parameters:
· Goals/Objectives – What does the Investment in which we seek to put
our money will achieve? Will it accomplish our goal in desired period?
· Investment Time Horizon: In order for the Investment plan to materialize and accrue the financial gain that we expect we must be clear in our head about the length of time period required to achieve the earning potential?
· Risk Class: What is the respective risk attached with various risk asset class and plan/option that we choosing to go with? Does that risk balance against the return expected from the options? Is the risk perception much higher than anticipated?
· Asset Class Mix: What is the mix of various class of Assets that are contained in this Investment option?
In this project we will stress on designing a superannuation plan for Katrina. She has joined a marketing ad agency after finishing her university studies with annual earnings of \$1,20,000. She wants to build her Retirement corpus after she turns 65 years and like to have adequate funds for next 15-20 years.
· Best Investment Plan/Option with Time period or Investment Horizon of 10 Years is Highlighted in “Yellow” with Max. Returns of 9.77%.
· Whereas in our case study the Investment Horizon of 5 years is considered for which the Optimum Investment plan is highlighted in “Green” with Max. Return of 8.07%.
Investment Options
Type of Plan
Return Horizon
Returns
Risk Class
Asset Risk Mix
Average Rate of Return
Balance Option
Triple S
1 Month
-0.71%
High Risk
60-90% Equity + Balance (Cash + Fixed Interest)
8.26%

3 Month
-1.03%

1 Yea
-6.27%

3 Yea
5.07%

5 Yea
6.54%

10 Yea
8.26%

Income Stream
1 Month
-0.32%

3 Month
-0.62%

1 Yea
-5.46%

3 Yea
5.33%

5 Yea
6.70%

10 Yea
8.25%

TTR ‑ Income Stream
1 Month
1.14%

6.87%

3 Month
0.85%

1 Yea
-1.08%

3 Yea
6.37%

5 Yea
6.87%

10 Yea
-

Flexible Rollover Product
1 Month
-0.42%

7.20%

3 Month
-0.77%

1 Yea
-4.82%

3 Yea
4.86%

5 Yea
5.95%

10 Yea
7.20%

Super SA Select
1 Month
-0.16%

6.15%

3 Month
-0.30%

1 Yea
-4.15%

3 Yea
5.15%

5 Yea
6.15%

10 Yea
-

Lump Sum Scheme
1 Month
-0.74%

8.24%

3 Month
-1.07%

1 Yea
-6.39%

3 Yea
5.06%

5 Yea
6.51%

10 Year
8.24%

SA Ambulance
1 Month
-0.53%

7.26%

3 Month
-0.82%

1...
SOLUTION.PDF