NetAct

MAX AGE PENSION 

ADVICE NEEDED

If the 1st January 2017 asset test changes to the Age Pension result in say an $11,000 pa reduction to the entitlement, the retiree is going to need help in setting the adjustment to the sustainable retirement income. It's not an $11,000 reduction because increased capital usage in the early years will result in greater Age Pension entitlement in future years as compared to the exisiting rules. However, we can go further and analyse what is the optimal capital usage and other design factors to maximise the present value of the aggregate entitlements over the life expectancy.



Worried People
SUPPORT DOWNLOADS

Complimentary support material includes:

* An Excel "before and after" 1st January 2017 changes Age Pension Estimater.

===> Click here to download

* A newsletter etc factsheet.

===> Click here to download

* A template SOA and appendix.

===> Click to download SOA
===> Click to download Appendix
PARA PLAN SUPPORT

NetActuary can efficiently undertake all the calculation projections needed and prepare a Microsoft Word SOA for you for a fee of $330 inclusive of GST.

===> Click here for dataform.

MARKETING SUPPORT

NetActuary has a web based Age Pension Estimater that you can brand with your logo and customize a footer message as a lead generator.


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PO Box 750 Sandy Bay Tas 7006
Email: Brian@NetActuary.com.au
Direct Tel: (03) 6224 1145