prepare a written report for your senior manager in the business/financial organisation/accounting practice

Job ID: 34638431

Budget: $30 – $250 AUD

The scenario is that you are all graduate accountants / financial advisers working for an integrated accounting and financial planning organisation.

As the graduate accountant/financial adviser (depending on your specialisation or major) you are required to attend a meeting with the firm’s client and take notes and then prepare a response for the client.

Your response will be reviewed by your senior manager and then by the senior partner/director of the organisation.

They expect to be able to see from your report, that you understand the relevant legislation, case law can apply it to the facts and come to a logical and well thought out conclusion.

Any conclusions not supported by well-researched reasons will be marked down.

The report will need to include :
written explanations,
calculations of numbers
simple and plain English

You are preparing g a report to the client who is not a corporate financial law expert.


you will need to ensure that you identify the issues, apply the relevant law and justify your answer. Merely stating they have breached a section without explaining why will not be accepted.