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.

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Have You Optimised Your Age Pension

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

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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.

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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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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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General Advice Disclaimer

Information provided on this website is general in nature and does not constitute financial advice.

NetActuary Pty Ltd will endeavour to update the website as needed. However, information can change without notice and we do not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

NetActuary Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, NetActuary Pty Ltd and its employees do not accept any liability for any error or omission on this website or for any resulting or damage suffered by the recipient or any other person.

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: MyPlanner Australia Pty Ltd
ABN: 28 140 520 225

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

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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.

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Our commitment to protect your personal information.

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