Note that you will require a license key to use the software after downloading.
Download Provisio
Note that you will require a license key to use the software after downloading.
Download Provisio
Provisio is the new generation of financial advice softwareProvisio is the first suite of financial advice tools which truly use the power of the Internet to make the process of providing and implementing financial advice easy.
We take the approach of understanding what your clients want and providing solutions which meet the needs of both you and your client.
Provisio provides an easy-to-use means of modelling the Transition to Retirement strategy for your clients.
Compared to other Transition to Retirement "calculators", Provisio offers the following features which place it well ahead of any alternative solutions:
It may seem intuitive that the maximum pension would be the best outcome as it would create the largest amount of rebateable income, and therefore allow the largest salary sacrifice amount. However, drawing the maximum pension also depletes the pension account (which pays 0% tax) in order to make larger contributions into the accumulation account (which pays 15% tax). It is for this reason that for most clients there is an optimum point for this strategy somewhere between minimum and maximum.