Projections can be automatically optimised to provide the most tax-effective contributions, Transition to Retirement and pension to meet a target retirement income. Multiple optimisations can be included in a single projection, including optimising across both the client and partner.

Income projections that extend through retirement and consider the age pension are included in all projections. This provides a full picture of income and capital both before and after retirement to show a client what income they can expect throughout their lifetime.

Contribution strategies, working longer and higher growth rates are all calculated where they would bridge a gap between the retirement income expected and a target retirement income goal.

All projections include details of capital, income and cashflow across superannuation, non-super assets and debt.

Our automated legislative monitoring processes ensure AdviceEngine is always up to date with the latest details.

Because not all strategies begin on 1st of July. AdviceEngine is advanced enough to consider projections and optimisations that start part-way through a year.

Projections and optimisations can be output in various formats including Microsoft Excel, JSON (for integration) and Microsoft Word such as Statements of Advice or marketing document

AdviceEngine has been designed from inception to be simple to use despite being comprehensive. You can be up and running within minutes.