Adequacy

Objective:

• Determine a clients expected retirement outcome. 

Suitable for:

• Pre-retirees.  

Key features:

• Contributions for excess cash flow are optimised;

• Contribution splitting to maximise potential Centrelink benefit;  

• Ability to run TTR strategy.

Results:

• Income, capital and duration of super are determined as well as predicted acceptable retirement age.

• Simulation analysis is performed to determine probability desired retirement outcome will be reached.

• Detailed results provides year by year analysis including the recommended contributions schedule.