Essay Provide Financial and Business Performance Information – Report Writing – Finance Assignment Help

Assignment Task:

1. REPORT
Instructions 
You will need to research information to assist with your responses for this task. 
What you will need to complete this task
• Research materials such as books, internet, magazines, workplace documentation etc.
• Access to legislative and regulatory documentation relevant to own state or territory.
You should use a variety of sources to gather information including training resources, workplace policies and procedures (if you are able to access these) and government and industry bodies. 

Task
You are required to provide information about the following points. You must prepare a written response to each point, which can be supported by example documentation as required. Ensure material is referenced appropriately.  

1. Discuss the key requirements of the following legislation and policy: 
a. Taxation legislation, as it relates to deductions, allowances, and charges
b. The government financial policy relating to financial and business performance advice
c. Corporations and consumer legislation relating to financial and business performance information
2. What are the key areas that can cause significant taxation issues? List at least four
3. Identify and discuss the techniques that are used to forecast financial and business performance
4. What are the industry-standard methods that are to be used when presenting and formatting financial data?
5. Outline the key principles of cash flow and budgetary control
6. What suitable sources of information could you access and use on financial products and markets, relating to financial and business performance information? List at least five
7. Identify the risks, contingencies, and risk management options which commonly relate to financial and business performance
8. What are the rights and responsibilities that clients have in relation to obtaining financial and business performance information?

2. CASE STUDY
Instructions
The following task must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:
• Office equipment, technology, software and consumables required to provide financial and business performance information, including:
• Sources of information on client needs
• Access to the internet
• Digital technologies to access, extract and share information

For this task you are to complete the following tasks as required by the Case Study provided to demonstrate your ability to provide financial and business performance information. Referring to the case study provided you are to:
1. Complete the Client Information Form provided with this assessment for the case study 
2. Document your analysis of the data provided and show formulas used
3. Complete all activities as provided in each task
4. Provide suggestions for the client about their business performance by providing an overview of the business performance and options for continuance of the business
5. Provide details of sources of all advice that you have used, including the relevant authorities and sources it was sourced from. 

Your Case Study response must demonstrate that you have:
Undertaken the following steps to assess the client needs:
a. Consult with the client to clarify and confirm their expectations, goals and objectives. 
b. Identity, and record, the client’s specific legal and financial requirements when establishing, structuring, and financing a business
c. Discuss with the client their financial options and processes, developing suitable plans for providing information and for achieving the client goals within the agreed timeframes. 
d. Frequency of regularly review of the progress of the plans against the agreed criteria, clearly communicating the results to the client. 
e. Client objectives, responding appropriately to changes in client needs.