Annual Super Strategy Settings Review Report
With changes to the contribution caps, minimum pension drawdown percentages and tax, a comprehensive review of superannuation strategy settings is essential this year.
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Post Retirement Report
How to set a sustainable income level, evaluate future Age Pension entitlements and manage the length of life payment duration uncertainty.
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Property 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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Adequacy/TTR Report
Answers what level of assets are needed at retirement; what additional contributions are needed; optimum TTR strategy; how result could vary; etc.
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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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SMSF Establishment Report
This report considers whether a SMSF is suitable for you given your personal circumstances, detailing the advantages and disadvantages.
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Forecast of Age 65 Retirement Benefit
Produces output compliant with ASIC Class Order 11/1227 but includes a graph of account build up over the years.
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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.
Contact Brian Bendzulla »