Superannuation display
This section projects all superannuation products grouped per client/partner entity.
| Tab | Output type | Description |
|---|---|---|
| Projection | Stacked column | Tracks all superannuation values on 1 chart. The chart can be used to visualise when superannuation is rolled to pension as well as any product rollovers. |
| Breakdown | Table | Projection of all superannuation transactions year by year broken down per property. Transactions include; rollovers, lump sum withdrawals, re-contributions, contributions, splitting and tax position within the account. |
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