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.
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