Using existing member data - age, balance and wage - to produce an estimated retirement balance, and a range of other external factors such as pension and personal income tax rates, Trustee Tailored Super is an easy 3 step process.

 

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3 easy steps

 

 

1 Set Hurdles

 

2 Establish Glide Paths per Hurdle Level

 

3 Sort members into their new investment class

 

 

Can incorporate either fund specific future estimated earning rates or ASIC (FIDO) rates

 

Can be linked to annual statement process, including producing a retirement benefit statement

 

Utilises existing computerised member ‘switching’ functionality

 

Members are sorted into their Hurdle Level and then switched from the current default option

onto their Glide Path, based on their age

 

 

 

 

 

 

 

 

 

This website is for general information purposes only, without taking into account any person's objectives, financial situation or needs.

It should not be relied on in considering the merits of any particular transaction.