Scaled advice

Post Retirement Report

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

More information »

Have You Optimised Your Age Pension

It is possible with careful design to maximise Age Pension entitlements.

More information »

Retirement Plan Health Check

This report assists an individual or couple to either set retirement asset adequacy objectives or conduct a financial health check of an existing plan.

More information »

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.

More information »

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.

More information »

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.

Contact Brian Bendzulla »

Financial Services Guide

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

Financial Services Guide Download »

AFSL Licence Details

AFSL Licence Number: 345905
Firm: myPlanner Australia Pty Ltd
ABN: 28 140 520 225

View licence Details »

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

Rep licence Details »

myPlanner Australia Pty Ltd

NetActuary has a 25% interest in myPlanner Australia Pty Ltd and Brian Bendzulla is a director. If you would like to apply to become an authorised representative of myPlanner Australia and start growing your specialist SMSF advisory business please contact us.

More Information »

Privacy Policy

Our commitment to protect your personal information.

Privacy Policy (PDF) »