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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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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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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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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