Assessment Details Qualification Code/Title FNS60217 Advanced Diploma of Accounting Assessment Type Assessment -02 -Case Study Time allowed Due Date Location AHIC Term / Year Unit of Competency National Code/Title FNSINC601 Apply Economic Principles to work in the Financial Industry Student Details Student Name Student ID Student Declaration I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature ____________________________.
Assessment Details
Qualification Code/Title FNS60217 Advanced Diploma of Accounting
Assessment Type Assessment -02 -Case Study Time allowed
Due Date Location AHIC Term / Year
Unit of Competency
National Code/Title FNSINC601 Apply Economic Principles to work in the Financial Industry
Student Details
Student Name Student ID
Student Declaration: I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature:
____________________________
Date: _____/______/__________
Assessor Details
Assessor’s Name
RESULTS (Please Circle) SATISFACTORY NOT SATISFACTORY
Feedback to student:
…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I am also aware of my appeal rights.
Signature: _______________________________
Date: ______/_______/___________
Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.
Signature: ________________________________________
Date: ______/_______/___________
Instructions to the Candidates
? This assessment is to be completed according to the instructions given below in this document.
? Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmit in showing
your competence with this unit.
? If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
? Please refer to the College re-submission and re-sit policy for more information.
? If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.
? To be deemed competent for this unit you must achieve a satisfactory result with tasks of this assessment along with a satisfactory result for the other assessment
(Project)
? There are two sections in this assessment.
? This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own
work and if you use other sources then you must reference these appropriately.
? Resources required completing the assessment tasks are Learner guide, PowerPoint presentation, Unit Assessment Pack (UAP), Access to other learning
materials such as textbooks, Access to a computer, the Internet and word-processing system such as MS Word.
? Submitted document must follow the given criteria. Font must be Times New Roman, Font size need to be 12 and line spacing has to be Single line.
? This is Individual Assessments. Once you have completed the assessment, please upload the softcopy of the Assessment into AHIC Moodle.
? Plagiarism is copying someone else’s work and submitting it as your own. Any Plagiarism will result in a mark of Zero.
Assessment 2- Scenario
Please read the scenarios below and answer the questions or complete the activities that follow. Should you have any questions please do not hesitate to contact to
your trainer.
Financial Modelling
Scenario 1:
You work for Australian Super, one of Australia’s largest super funds. This Superannuation Fund is committed to passing on all good things that size has to offer.
The vision of this organisation is:” Every Australian should have a solid financial future, so our purpose is to help achieve better retirement outcome for all”.
Australian Super is committed to providing quality service by employing managers and specialist staff in- house, and complements their expertise with external
service providers.
Your manager has asked you to prepare a comprehensive financial model for the purpose of determining where $100 million dollars will be invested. The Strategic
Plan for Australian Super over the next 3 years is the achieve 10% return on investment.
Your task is to choose 2 ASX listed companies from the list below. Using Microsoft Excel prepare a financial model to determine the value and ongoing viability
of both companies for a period of 3 years. Make your recommendations as to your preferred organisation and explain your reasons.
1. Develop an asset pricing model to determine the required or expected rate of return on the assets
2. Determine the value in relation to the capital structure of both companies.
3. Determine in the theoretically appropriate rate of return will be 10% over the 5 years’ period from the purchase of shares in the organisation.
4. The model should take into account asset’s sensitivity to non- diversifiable risk, as well as the expected return of the market and the expected return of a
theoretical risk- free asset.
5. Detailed market analysis and other information to the support projected numbers
6. Consider how the economic and political climate might relate to the financial industry when undertaking financial modelling.
ASX Listed companies include:
• Woolworths Ltd
• Lend Lease Group
• Toll Holdings
• Goodman Groups
