Question: What are the key 'Assumptions' and 'verifications' used to develop plan objectives, considering: legislative and regulatory assumptions requiring verification, taxation assumptions requiring verification, client assumptions
What are the key 'Assumptions' and 'verifications' used to develop plan objectives, considering: legislative and regulatory assumptions requiring verification, taxation assumptions requiring verification, client assumptions requiring clarification from your clients, and other assumptions requiring clarification from other professionals for the following topics (income, tax minimisation, expenses, superannuation, investment planning, debt reduction, personal insurance and estate planning.
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