Future investments

Future investments.

Order 100% plagiarism free essay on future investments

Required:
A. Calculate Janet’s and Steven’s after-tax income and savings ratio for the year ended June 2018. Explain one way in which Steven and Janet could reduce their tax liability and show the effect this strategy would have.
B. Review the Blake’s investment portfolio and explain whether they are diversified adequately. Consider both investments across different asset classes and investments within classes. Make two recommendations on how they should change their portfolio for future investments and justify these recommendations.

Future investments.

Order 100% plagiarism free essay on future investments

C. Calculate the future value of the investment portfolio 10 years from now assuming it will earn a 5% p.a. after tax. In this calculation you should include the FV of the current investments and the FV of the contributions that Blake’s estimate that they make over the next 10 years. Assume that contributions are made at the end of the year and that the first contribution will be made 365 days from now. Finally, explain one strategy that Janet and Steven could reach their goal more quickly and show the influence that this will have.

Future investments.

Order 100% plagiarism free essay on future investments

equired:
A. Calculate Janet’s and Steven’s after-tax income and savings ratio for the year ended June 2018. Explain one way in which Steven and Janet could reduce their tax liability and show the effect this strategy would have.
B. Review the Blake’s investment portfolio and explain whether they are diversified adequately. Consider both investments across different asset classes and investments within classes. Make two recommendations on how they should change their portfolio for future investments and justify these recommendations.

Future investments.

Order 100% plagiarism free essay on future investments

C. Calculate the future value of the investment portfolio 10 years from now assuming it will earn a 5% p.a. after tax. In this calculation you should include the FV of the current investments and the FV of the contributions that Blake’s estimate that they make over the next 10 years. Assume that contributions are made at the end of the year and that the first contribution will be made 365 days from now. Finally, explain one strategy that Janet and Steven could reach their goal more quickly and show the influence that this will have.