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Toolkits for Advisers 


Mature

Pre Retirement Toolkit

Calculators to assess what target assets will be needed for a desired retirement income - taking Age Pension into account - and what current savings will accumulate to by retirement.
Happy

Post Retirement Toolkit

For retired people one 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.

International

Overseas Pensions

NetActuary has ceased to assist with overseas pension transfers in order to focus on SMSF Actuarial; Legal Computational Support and Retirement Calculator Development.

Property

Property Analysis

A Calculator that projects level of cashflow support needed; impact of gearing levels; which holding structure; rate of return to various exit dates and sensitivity analysis.

Pensions

Defined Pensions

A paraplan service to evaluate 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.
Breach
Calculator

White Labelling

Get new clients by branding up with your logo on a variety of engaging web calculators and reference material for your web site.

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ABN 94108585164
3/19a Hunter St, Hobart, Tas, 7000
PO Box 750, Sandy Bay, Tas, 7006
Email: Brian@NetActuary.com.au
Direct Tel: (03) 9028 5002