Scaled advice

Is Your Retirement Plan Adequate?

With changes to the contribution caps, minimum pension drawdown percentages and tax, a comprehensive review of superannuation strategy settings is essential for 2013/14.

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Post Retirement Report

How to set a sustainable income level, evaluate future Age Pension entitlements and manage the longevity, market and inflationary risks.

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Property Analysis Report

Evaluate whether to use a SMSF or direct holding structure, level of cash-flow support needed, likely rate of return at various realisation dates, sensitivity analysis.

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Defined Pension Conversion Report

Evaluate whether to use a SMSF or direct holding structure; level of cash flow needed; likely rate of return at various realisation dates; sensitivity analysis.

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QROPS Transfer Support

Services include obtaining quotes, preparing reports, fund transfer discharges, facilitation and SMSF QROPS status application

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Additional Reports

NetActuary can assist with many other types of retirement planning reports including:

  • a pre-retirement forecast taking mortgage and school fee requirements into account;
  • Liability Cash-flow Matching Report; and
  • Re-contribution strategy / anti detriment impact on Estate Planning.

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Financial Services Guide


The Financial Services Guide contains important information about the scaled advice offered by NetActuary.

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AFSL Licence Details


AFSL Licence Number: 345905
Firm: SMSF Partners Pty Ltd
ABN: 28 140 520 225

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ASIC Rep. No: 413201
Name: BENDZULLA, Brian Edward

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SMSF Partners Pty Ltd


NetActuary has a 25% interest in SMSF Partners Pty Ltd. If you would like to apply to become an authorised representative of SMSF Partners and start growing your specialist SMSF advisory business please click below.

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