Assumptions/Fees display

This section specifies key assumptions and fees that are used within the model.

Tab Output type Description
Fees Table Tracks expected advice and product fees year by year.
Rates / Eligibility Table Tracks key multipliers that impact strategy decisions year by year for the client/partner. For example, preservation age, life expectancy etc.
Social security Table Tracks assessable assets and income for Centrelink purposes year by year.
Objective/ptimisation Table If you are running a optimisation model, this table provides insight into all transactions that impact the objective function.

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