Retirement Plan
This paraplan calculates what target assets will be needed for desired retirement income - taking Age Pension into account - and what current savings will accumulate to by retirement.
Sustainable Drawdowns

For retired people we can calculate the level of retirement income that is sustainable, taking the Age Pension into account. This can incorporate a buffer or level of adequacy specified by the client.

Property Analysis
Analysis of optimum holding structure; level of cashflow support that may be needed; impact of various gearing levels; rate of return to various exit dates and sensitivity analysis.

Legacy Pensions
It might be desirable (or in some cases necessary) to convert these pre 1/1/2006 legacy lifetime and life expectancy pensions to a ML/TAP pension.
QROPS Transfers
NetActuary can assist advisers with QROPS approval applications Click here and assessable earnings for tax calculations. Click here for dataform.
Tax Stuff
White Label Calculators
Get new clients by branding up with your logo on a variety of engaging web calculators and reference material for your web site. Click here for more info.
TTR Settings
The tax efficiency of the TTR strategy can be maximised by a computational analysis of which is the optimium asset draw-down percentage to use each year.

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