Task 1: The Carlos and Rosa Alesi case study — Superannuation contributions Read the case study and fact finder, then: • answer the six (6) questions they have about superannuation contributions • document the strategy you would recommend them

• complete a cash flow table documenting their financial position should they take your advice. Task 2: The Sandra and Henry Blake case study — Superannuation benefit payments Read the case study and fact finder, then:

• answer the six (6) questions your clients have about superannuation benefit payments • document the strategy you would recommend them

• complete a cash flow table documenting their financial position should they take your advice. Task 3: The Faraz and Aisha Gita case study — Superannuation death benefit payments Read the case study and fact finder, then:

• answer the four (4) questions your clients have about superannuation death benefit payments • document your recommendations.