It’s time for a new scaled advice special!
The examination of grandfathering – or new Centrelink income test impact – is now too close to 1st January, 2015 for further reports. So, until 30th June, 2015 our retirement income financial health check report is available for $253 including GST instead of the usual $385 fee.
The report has been updated and revised. A sample report will be uploaded to the website shortly. The report examines:
- What are anticipated payment durations both on a best estimate and 70% adequate basis? For a couple, this would look at “both alive” and “at least one alive” expected durations as these are needed for Age Pension entitlement projections.
- What private assets are required for the desired retirement income after allowing for Age Pension entitlements on both an anticipated and conservative investment return basis?
- What is the anticipated accumulation at the desired retirement date from SG contributions with and without utilising a transition to retirement strategy?
- What are the optimal TTR strategy settings?
- If there is a shortfall, how can this be eliminated by extra contributions or a delay in the retirement date?
This report is for individuals with some years available to the desired retirement date. If the person (through redundancy or ill health) is facing an imminent retirement, NetActuary has an alternative report available.
The report can be supplied as a standalone SOA or in MSWord format to be cut and pasted into your SOA. There is a data-form on the NetActuary website to action one of these reports at the $253 special price. If there are special features on any particular case – such as legacy pensions – do call Brian on (03) 6223 2320 for assistance. If you can describe it, we can model it!
The NetActuary Team
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