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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