VisiModelPlan is designed
to provide advisers with an advanced tool for
developing and analysing strategies to target
a client's long-term goals. By comparing a number
of scenarios, the adviser is able to select the
optimal solution to meet the needs of the client.
VisiModelPlan provides a fully integrated cash flow
analysis and the generic modelling of:
Salary, business & investment incomes
Direct property – projected rental
income & valuation, purchases & sales.
Generic listed & unlisted shares –
projections of future dividend income &
valuation, franking credits, dividend reinvestment,
purchase & sale
Generic managed funds & regular savings
plans – projections of income, franking
credits, tax-free & tax deferred income,
projected capital growth, and future redemptions.
All types of annuities – both ETP &
non ETP.
Allocated pensions – sourced by both
excessive & non-excessive RBL benefits –
projecting drawdowns & asset value over
time, automatically applying minimum & maximum
drawdowns as required by regulations.
Private pensions – sourced by ETP &
non-ETP.
Centrelink Age Pension, Newstart Allowance,
Disability Pension, FTB Part A & B, DVA
entitlement calculations.
Various other tax deductible expenses –
including salary sacrifice.
Superannuation projections – incorporating
employer, salary sacrifice, self employed &
non-deductible superannuation – all integrated
with the clients RBL.
