Projects assets at retirement in either nominal or today's dollars for individuals under preservation age.
To enjoy a good standard of living in retirement requires a consistent, strong savings pattern during one's working life.
A TTR strategy projection for the 2014-15 year that allows precise optimisation of the drawdown percentage.
A TTR strategy projection that shows the gain in account value over a number of years from a 2014-15 year.
Calculates an estimate of age pension entitlements to check current rate being paid by Centrelink.
For retirees above pension age can be used to ensure maximum entitlement is obtained subject to capital usage constraints.
Calculates both single and joint life survival probabilities to assist in planning required payment duration in retirement.
How the anticipated age at death advances with the passage of time for survivors. Used for rebalancing strategy.
When will the money run out. Can be used to calculate sustainable level of payment for the buffer approach.
Limited recourse loan vs direct
Calculates the minimum required for an account based pension
Apportions expenses, taxes and earnings amongst members
Calculations based on the ATO ID 2010/5 formula
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