Technical overview
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Table of Contents
Technical overview
1
Technical overview — 1
Introduction to optimisation
Why optimise?
Local v Global optimisation
Multi-year optimisation
Multi-objective optimisation
Optimisation universe
Strategy recommendations
Assumptions
Product recommendations
Defining the optimisation problem
Objective function
Variables
Constraints
Solving the optimisation problem
Fact Find
Objectives
Objectives assumptions
Risk profile
Product universe
The savings hubs
Calculation methods
System settings
PrimeSolve
Advice group
Adviser
Insurance product comparison – scoring system
Portfolio optimisation
Portfolio score
Mean Variance Optimisation
Black Litterman Model
Factor based investing
Portfolio optimisation constraints
Portfolio filters
Strategy optimisation
Cashflow
Debt
Investment portfolio
Lifestyle
Super strategies
Wealth creation
Retirement income
Self Managed Superannuation Fund
Risk management
Estate
Social security
Aged care
Managing legislative changes
Sample common tables
Calculation library
Social security & Aged Care
Age Pension ages
Service Pension ages (Veterans)
Age Pension
Superannuation accumulation assessment
Superannuation income stream assessment
Assessment of other assets
Commonwealth Seniors Health Card
Residential aged care
Family assistance
Family tax benefit
Paid parental leave
Child Care
Single income family supplement
Insurance calculations
Life insurance
Total and permanent disability (TPD) insurance
Trauma insurance
Income protection and business expenses insurance
Insurance within superannuation
Deductibility of TPD insurance premiums in super
Superannuation accumulation phase
Contribution eligibility
Contribution caps
Government co-contribution
Low income super tax offset
Claiming tax deductions – personal super contributions
Fund tax treatment of contributions
Contributions tax for higher income earners
Superannuation Guarantee (SG)
Fund choice and portability
Foreign superannuation transfers
Spouse contribution splitting
Self managed superannuation funds (SMSFs)
Membership and trustee rules
Sole purpose test
Superannuation calculations
Preservation
Conditions of release (COR)
Temporary residents
First Home Super Saver Scheme
Superannuation pension phase
Account based pensions (ABPs)
Transition to retirement pensions
Transfer balance cap
Allocated Pension – payment factors
Term Allocated Pension (TAP)
Australian Life Tables
Superannuation benefits tax
Calculation of tax components
Tax treatment of lump sum member benefits
Tax treatment of income stream member benefits
Disability superannuation benefits
Superannuation and estate planning
Tax treatment of lump sum death benefits
Death benefit income streams
Definitions of dependant
Definitions of spouse, child and interdependency
Glossary
Download as PDF
Self managed superannuation funds (SMSFs)
Spouse contribution splitting
Membership and trustee rules
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