Defined Super Benefits

Objective:

• Compare the expected outcome of taking a superannuation benefit as a lump sum, pension or combination of both.

Suitable for:

• Pre-retirees with access to a defined benefit superannuation scheme.  

Key features:

• Compares lump sum, pension or combination of both;

• Able to model a return to work scenario, particularly relevant for 54/11 schemes.

Results:

• Net benefit of each strategy is tracked over time.