Access to all our fully customised reports is available via subscription.
The Investment Options Report shows the effect of different investment options on the retirement income. This is important for the SMSF Trustees producing their required Investment Strategy.
The Investment Strategy page helps SMSF Trustees to produce a document that can serve as a basis for the Investment Strategy that is an Australian Taxation Office requirement for all SMSFs.
The Retirement Income Strategy page helps SMSF Trustees to go through the steps to produce an income strategy. Even though this is not necessary for SMSFs, it is recommended to do this; it serves as a good complement to the Investment Strategy process for those people in or nearing retirement.
The Early Super Withdrawal Report concerns the person who is considering accessing their super early; we provide an analysis that shows the real cost of early withdrawal of super, and ways in which the expected retirement income may be improved.
A subscription gives full, unlimited access to all our reports for 12 months.