Overview
The strategy settings template allows you to insert preferred recommendations into your cashflow model. Advisers can insert strategies across the following categories:
| Strategy category | Description |
|---|---|
| Entities | Create a new trust, company, or SMSF to insert into the model. |
| Products | Create a new superannuation account, annuity, wrap/mastertrust or bond. |
| Assets | Create a new asset. Specify any asset purchases or sales. |
| Debts | Create a new debt. Link any assets to that debt that should be used as security. |
| Investment strategy | Specify a new investment strategy for a given product. |
| Cashflow strategies | Change debt repayments, make a lump sum repayment, utilise offset accounts etc. |
| Superannuation | Insert contribution recommendations, lump sum transactions, cash out & withdrawals, splitting etc. |
| Retirement income streams | Commute a pension, adjust payments, redeem annuity, defined benefit strategies. |
| Self Managed Fund (SMSF) | Specify any in-specie recommendations, rollovers, business real property. |
| Wealth creation | Insert gearing recommendations, savings plans |
| Centrelink / Aged Care | Determine any gifting, moving to Aged Care recommendations |
| Estate planning | Update wills, beneficiary nominations |
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