NetAct

PRE-RETIREMENT TOOLS  


  REQUIRED RETIREMENT ASSETS CALCULATOR (Cost $165 inclusive of GST)

  RetAssets This calculator works out the assets that need to be accumulated by retirement to cover the desired retirement income and date. It allows you to set an adequacy margin to cover longevity risk and specify the investment philosophy. You can also control the level of pension upon the first person passing away and the required annual cost of living increases.

The results show the sources of retirement income ie Centrelink Age Pension and privately covered. The run down of private assets in both chart format and a detailed table is provided.
Screen Shot Examples
Example 1 shows input, assumptions and payment planning duration. Click Here

Example 2 shows sources of retirement income and asset run down results. Click Here

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Alternatively email us and we will send the required calculator/s with an invoice.
 

  INVESTABLE FUNDS CALCULATOR (Cost $165 inclusive of GST)

  Investpic The retirement plan will not be the only financial priority the client will have. They will have short term expenditure and life style aspirations also. These can vary from home improvement and school fee commitments to holidays. This calcualtor will assist them manage the trade offs. Some pre-retirement years will be more condusive to savings than others. This calculator has an outline of how Mircosoft Word documents can be directly generated from the calculator to your preference. Screen Shot Examples
The calculator consist of an Excel workbook with three sheets - Dashboard, Income and Outlays. The example shown here is part of the Dashboard. Click Here

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and pay by PayPal or Credit Card click Buy Now button.

     

Alternatively email us and we will send the required calculator/s with an invoice.
 

  WEALTH ACCUMULATION CALCULATOR (Free beta version)

  Wealth Current superannuation accumulation balances with at least a Superannuation Guarantee level of contribution is accumulated to retirement for each member. This will show whether the target retirement assets will be reached. There is also the opportunity to accumulate various types of non-super investments. Direct investment property has a separate specialised calculator but can be incorporated here. Screen Shot Example
The example shows the Dashboard that summarises in the accumulation for each of the couple members from superannuation, a non-super portfolio and the equity in a principal residence. Click Here

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Alternatively email us and we will send the required calculator.
 

  EDUCATIONAL FUNDING CALCULATOR (Cost $165 inclusive of GST)

  Schoolpic As parents one of the most important advantages we can give our children is an excellent education. Education costs can be made more manageable by a number of techniques. By putting a strategy in place ahead of time means you have the advantage of spreading the cost over a longer period of time and the benefit of interest earnings.

The results from this calculator can be incorporated in the overall family cashflow and lifestyle objectives projection.
Screen Shot Examples
Example 1 shows input and school fee schedule information. Click Here

Example 2 shows results of the projection in both chart and table formats. Click Here

For Instant Download
and pay by PayPal or Credit Card click Buy Now button.

     

Alternatively email us and we will send the required calculator/s with an invoice.

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83 Salamanca Place Hobart 7004
PO Box 750 Sandy Bay Tas 7006
Email: Brian@NetActuary.com.au
Direct Tel: (03) 6224 1145