NetAct

ADVISER SUPPORT 


Mature
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.
Couple
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
Property Analysis
A paraplan that projects level of cashflow support needed; impact of gearing levels; which holding structure; rate of return to various exit dates and sensitivity analysis. Click here for dataform.

Pensions
Legacy Pensions
A review of whether the pre 1/1/2006 legacy pension can be made more tax efficient, optimal for TBC requirement, use of reserves etc. Click here for dataform.
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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.
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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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