SUMMATIVE ASSESSMENT NOTIFICATION

Faculty: Commerce and Citizenship

Year: 9

Task title: Presentation on Investing on the Australian Securities Market

Interim Submission: Thursday 19th May via Teams by 8pm
Submission Due Date: Thursday 26th May via Teams by 8pm
Progress check:
 Proposed inquiry question is confirmed with the teacher
 Some class lessons will be allocated to students working on the task and its
components
 Interim submission to be uploaded to Teams by 19th May – 8pm

MYP Objectives Addressed:

Criterion B: Investigating
i) Formulate a clear and focused research question and justify its relevance
ii) Formulate and follow an action plan to investigate a research question
iii) Use research methods to collect and record appropriate, varied and relevant information
iv) Evaluate the process and results of the investigation

Criterion D: Thinking critically

i) Discuss concepts, issues, models, visual representation and theories
ii) Synthesize information to make valid, well-supported arguments
iii) Analyse and evaluate a range of sources/data in terms of origin and purpose, examining
value and limitations
iv) Recognise different perspectives and their implications

NESA Outcomes Addressed:

A student will address a range of these outcomes depending on their mode of presentation:
COM4-1
› uses appropriate terminology in consumer, financial, economic, business, legal, political and
employment contexts COM4-1
› describes the rights and responsibilities of individuals within consumer, financial, economic,
business, legal, political and employment contexts COM4-2
› describes key factors affecting decisions COM4-4
› identifies and describes options for solving problems and issues COM4-5
› identifies and explains plans for achieving goals COM4-6
› selects and organises information from a variety of sources COM4-7
› communicates information using a variety of forms COM4-8
› works independently and collaboratively to meet goals within specified timeframes COM4-9

Task description:
● Individually prepare a script and a PowerPoint presentation, that includes a voice over narration of the script, that
provides information and advice on ‘Investing in the Australian Securities Market for beginners’
● Create an engaging PowerPoint presentation based on the pre-prepared script that includes transitions. The length
of the PowerPoint is a maximum of 15 slides, and it should be a minimum of 3 minutes and a maximum of 5
minutes.
● Your audience is beginners to the Australian Securities Market.

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 What should I include in my script and PowerPoint presentation?

Part 1: Beginners Guide to ● What is a share?

the Australian Securities ● What is the share market/Australian Securities Exchange?
Market ● Why should you invest?
● Are there risks if you invest on the share market?
● How can the ASX share market game help you learn about investing?

Part 2: My recommended ● Provide clear reasons why you have chosen to invest in each company. (In other words,
companies (minimum of what is your strategy based on your research of the company? Did you choose it because
2) of the investing environment, because it is ethical etc?)

Part 3: Reflection of ● What I now know about the share market that I didn’t know before.
investing in the share ● My top 5 tips for new investors
market

Academic Requirements for Submission:

You MUST submit:

A. PowerPoint

B. Inquiry Template (attached to this notification) which includes:

- Your inquiry question with justification about its selection
- Action Plan
- Narration script of your PowerPoint presentation
- References (bibliography)
- a STRAP analysis of TWO sources.

How to prepare:

 Research the operation of the Australian Securities Exchange

 Engage in the ASX Share Market Game
 Research selected companies to enable you, as an investor, to make wise investment
decisions
 Map out activities needed to complete the task on your Action Plan

Don’t delay – Start today!

Academic integrity:
Ensure you are principled in completing this assessment by adhering to our Academic Integrity
Procedure. For this task, this means you will ensure it is all your own work and you will acknowledge
all your sources in your research.

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You will be marked on the following criteria:
Criterion B - Investigating
At the highest i) formulates a clear and focused
level, a student: research question, thoroughly
justifying its relevance with
appropriate evidence
ii)formulates and effectively follows
a comprehensive action plan to
investigate a research question
iii) uses research methods to collect
information and record appropriate,
varied and relevant information
iv) Thoroughly evaluates the
investigation process and results
i) The research question and area of
focus are important and need to be
Task specific based on research.
clarifications:
ii) Your action plan should
demonstrate comprehensive planning
(What you need and ongoing reflection.
to do in this task
to achieve at the iii) Be sure to use a variety of
research tools to ensure your product
highest level)
is as comprehensive as possible.
iv) It is important to demonstrate an
evaluation of the investigation and
also of the information you have
found.
Format version: May 2022
Criterion D – Thinking Critically
i completes a detailed discussion
of concepts, issues, models, visual
representation and theories
ii) synthesize information to make
valid, well-supported arguments
iii)effectively analyses and
evaluate a range of sources/data in
terms of origin and purpose,
consistently recognising value and
limitations
iv) thoroughly interprets a range
of different perspectives and their
implications.
i) The clarity in the written word in
your narration transcript will
ultimately determine the level to
which you have addressed concepts,
issues, models, visual representation
and theories. It is important to be
detailed and provide clarity.
ii) Information and conclusions
drawn need to be supported by
evidence. The way the support is
articulated will determine the level at
which this has been achieved.
iii) Referring to various sources
considering their validity, reliability,
origin and purpose can be completed
through the STRAP. The way the
sources are analysed will determine
the level of achievement.
iv) A range of perspectives should be
considered within your presentation.
3
 Faculty: Commerce
Year: 9
Task: Consumer Protection
Criterion B – Investigating
7-8 i) formulates a clear and focused
research question, thoroughly
justifying its relevance with
appropriate evidence
ii)formulates and effectively
follows a comprehensive action
plan to investigate a research
question
iii) uses research methods to
collect information and record
appropriate, varied and
relevant information
iv) Thoroughly evaluates the
investigation process and results
5-6 i) formulates a clear and focused
research question and explains its
relevance with appropriate
evidence
ii)formulates and follows a
substantial action plan to
investigate a research question
iii) uses research methods to
collect information and record
appropriate and relevant
information
iv) evaluates the investigation
process and results
3-4 i) formulates a research question
that is clear and focused and
describes its relevance in detail
ii) formulates and somewhat
follows a partial action plan to
investigate a research question
iii) uses a research method (s) to
collect mostly relevant
information
iv) evaluates some aspect of the
process and the results of the
investigation.
1-2 i) formulates a research question
that is clear or focused and
describes its relevance
ii) formulates a limited action plan
to investigate a research question
or does not follow a plan
iii) collects and records limited
information, not always consistent
with the research question
iv) makes limited evaluation of the
process and results of the
investigation.
0 The student does not reach a
standard described by any of the
descriptors above.
Level of
achievemen
t
Format version: May 2022
Criterion D – Thinking Critically
i completes a detailed discussion of
concepts, issues, models, visual
representation and theories
ii) synthesize information to make valid,
well-supported arguments
iii)effectively analyses and evaluate a
range of sources/data in terms of origin
and purpose, consistently recognising
value and limitations
iv) thoroughly interprets a range of
different perspectives and their
implications.
i) discusses concepts, issues, models,
visual representation and theories
ii) synthesizes information to make valid
arguments
iii) effectively analyses and evaluates
a range of sources/data in terms of origin
and purpose, usually recognising value
and limitations
iv) interprets different perspectives and
their implications.
i) analyses concepts, issues, models,
visual representation and theories
ii) summarises information to make
arguments
iii)analyse and/or evaluate a range of
sources/data in terms of origin and
purpose, recognising some value and
limitations
iv) interprets different perspectives and
some of their implications.
i) analyses concepts, issues, models,
visual representation and theories to a
limited extent
ii) synthesizes information to a limited
extent to make arguments
iii) describes a limited number of
sources/data in terms of origin and
purpose and recognises nominal value
and limitations
iv) identifies different perspectives and
minimal implications.
The student does not reach a standard
described by any of the descriptors above.
4
 Teacher feedback

Strengths: Areas for development:

(What you did well?) (Next time, to achieve at the highest level
you need to…)

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 Yr 9 Commerce - Inquiry Template

Investigative Process Journal Name:

To complete your Commerce task, you must research and inquire into the nature of the Australian Securities
Exchange’s operation, how to invest in shares and make wise investment decisions. It is essential that you develop
your research question before you begin to develop your script and create your PowerPoint Presentation. Complete
the guided steps below to select or develop your research question to assist you in your research and investigations.

Step 1: Initial Research

The ASX (Australian securities exchange) is an integrated trading system offering listings, trading,
clearing, settlement, technical and information services, data, and other post-trade services. The
ASX can be simplified into 4 main divisions. Listings (companies that list onto the stock market,
Markets (the exchange of goods and services), Technology and Data (more efficient production of
higher quality goods and Securities and Payments ( safe and secure payments between two or
more parties )

Step 2: Choose a Research Question

What is ASX and how do invest in it?
Develop a research question that will guide your research and production of narrated PowerPoint.

Identify your research question here:

Step 3: Justify your Research Question

Now justify (explain why) you chose this question (approx. 100 words).

The main reason for why I chose this question is mainly due to the fact that I need a further understanding
of how the ASX works and why so many people invest into it. By researching this It can enable me and
others to properly understand the importance of the stock market and why so many companies chose to
list themselves onto it, my inquiry question also focusses on the introductory stages of investing and
investing into the ASX stock market, allowing for more meaningful stock purchases and high annual yield.

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Action Plan
Complete this Action Plan template. At the commencement of your task complete an overview in order to achieve by
the deadline. This will need to be regularly reviewed and amended as you progress through the task. Use this to set
goals and identify steps that need to be completed to succeed in this task.

NOTE: The action plan is assessed.

Action/Steps to complete.
What do I need to do?
When does this need to be completed Did I achieve the time frame?
by?
Am I sticking to the goals?
Set a goal by recording when you want
the step completed by and how long it
might take.

Step 1: Summative Task introduced and Start thinking of what inquiry question Yes. I had some ideas ready for our next
have started initial research into task I want to do. I want to only spend 1hr lesson. It took me just under 1hr to
on this task as it isn’t that big complete.

Step 2: Make inquiry question Start thinking of possible research Yes I was able to come up with an
questions and finish writing my inquiry question and write a justification
justification for why I chose said for why
question. (Task should take 30mins)

Step 3: Start PowerPoint
Start making Power Point and use prior
research to assist with the making of
my PowerPoint. (Task should take 1hr
and 30mins)
I was able to finish this task, I made the
first 7 slides of my PowerPoint using the
questions from the assessment
notification, I completed the task in the
set time

Step 4: Finish PowerPoint Finish PowerPoint and work on making I was able to finish this task in 40mins as
the PowerPoint more presentable, (e.g opposed to the 45 – 1hr set for the task.
fonts, pictures, colours etc). (Task
should take 45 mins – 1hr)

Step 5: Start STRAP analysis Start STRAP analysis and aim to finish I was not able to complete this task in
it. (This task should take 45mins) the set time, I plan on finishing this task
tomorrow.

Step 6: Finish STRAP analysis Finish strap analysis from yesterday. I was able to complete this task in the
(Task should take 15mins) 15 minutes set.

Narration Script for voice over of your PowerPoint (insert here)

References (bibliography)
Use APA referencing to record all sources used.

 ASX. (2022). ASX - HOME. https://www2.asx.com.au

 All businesses. (2019). Top 10 Reasons to Invest Your Money. https://www.allbusiness.com/top-10-
reasons-to-invest-money-93916-1.html

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  Jones, K. Iheartcraftythings.com. (2020). Light bulb
drawing [Illustration]. Iheartcraftythings.com. https://iheartcraftythings.com/wp-content/uploads/2021/04/
Light-Bulb-DRAWING-%E2%80%93-STEP-10.jpg
 Wells Fargo. (2019). Why
invest? https://www.wellsfargo.com/goals-investing/why-invest/#:~:text=Investing%20is%20an
%20effective%20way,and%20the%20risk-return%20tradeoff.
 The Motley Fool. (2022). CSL Limited. https://www.fool.com.au/tickers/asx-csl/
 The Motley Fool. (2022). Nufarm Limited. https://www.fool.com.au/tickers/asx-nuf/

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 STRAP analysis of TWO sources
As part of the academic requirements for this Summative Task, you must analyse the purpose and usefulness of TWO
sources. You do this by completing a STRAP analysis. Each STRAP analysis should be written in TEEL paragraph
format. You may use the tables below as tools to help you write your paragraphs. These tables can be found on your
OneNote.

Source Analysis One:

Saving money is important, but it’s only part of the story. Smart savers start by building sufficient emergency
savings within a savings account or through investment in a money market account. But after building three to six
months of easy-to-access savings, investing in the financial markets offers many potential advantages.

This secondary source by Wells Fargo published in 2019 discusses the importance of saving money and building easy
– to – access savings. Due to the date of publishment (2019) and the organisations prior papers discussing investing
and investing into the stock market, (both papers written by John Paulson a famous and credible stock broker), it is
safe to say that this is a credible and reliable source.

Source Analysis Two:

As an investor, you may be able to reduce your taxable income by investing pre-tax dollars into a retirement fund, like a
401(k). If you generate a loss from an investment, you may be able to apply that loss against any gains from other
investments, which lowers the amount of your taxable income.

The secondary source “Top 10 reasons to invest your money”, published in 2019 discusses the ways investors can reduce
taxable income by investing pre – tax dollars into a retirement fund. Since this information was written by a well known
organisation in the investing world, meaning that 1000’s of investors rely on this information, it is safe to say that this
information is reliable and accurate.

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Reflection Statement
These questions must be answered before submitting your task. Word limit: 200-300 words.

1. Which aspect of your research topic did you find to be the most interesting? I found that the research aspect of
the task was the most fun as it allowed me to dig deeper into a topic that I found a great interest in.

2. What did you find challenging about the task? How did you overcome this? I found the audio for the
PowerPoint the most challenging as my voice kept on cutting out or the whole speech didn’t get added to the
PowerPoint, I overcame this by using an external microphone to enhance my voice and allow it to be heard
better.

3. Which resources/articles/websites did you find to be the most useful for your inquiry and why? I found that All
businesses.com was a very interesting and useful website as it gave me in site into the benefits of investing and
why so many people to do.

4. Were you happy with your final product? Explain your reason. I am content with the final product, I believe I
could of done better given the circumstances but for what I was able to achieve in the set time I believe I did
will.

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