What are Non-Super Assets Liabilities and Investments

Non-Super related Assets, Liabilities and Investments relate to the purpose of the class of investment as opposed to the structure of the investment.

This module allows for you to track, manage and maintain all investment types that your client may hold and use the investments for Retirement purposes as opposed to normal Assets, Liabilities and Investments.

The outcome of these investments are directed into the Retirement Goal Calculator so that you can effectively manage the outcome without limitations placed on the client via traditional Superfund models.

When the Retirement Goal module self-examines your client's position, it takes these assets into consideration and if your client is not on target to reach their goal it will consider the growth of these Investments and also the impact of increased contributions into the nominated Superfund.