When you have selected all the funds you wish to compare and research you have the option to perform a comparison calculation of the funds to ascertain how and which fund would perform over the life-cycle of your clients investment.
The process is automated requiring little additional information to gain a fair and complete picture of all the funds.
Each field is completely editable recalling important data from your clients file, like age, intended retirement age, salary and super fund overall balance.
You have the option to recommend the following;
1. Salary Sacrifice contributions
2. After tax contributions
3. Bring it forward rule
4. Include the co-contribution if you are eligible
Note the above a generic calculations and are subject to change, when government changes occur our actuary will confirm the changes and provide advice and interaction where necessary
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