Set Model Start and End Dates
Client Model Details, Model Start Date and Model End Date
Once you have created the client, the CLIENT DETAILS page
will be displayed within the default scenario as below.
Here you can set your Model Start date and Model
End date.
You can also access these settings by clicking on the Client Name (at the top of your Prospera screen).
Related Articles
Step 2 - Set Client Wide Settings - Model Start and End Dates, Retirement Year, and Retirement Funding Age
CLIENT WIDE SETTINGS - Model Start Date, Model End Date, Retirement Year, Retirement Funding Age Click on the full Client Name at the top of your screen (as indicated by the red arrow in the below screenshot). By clicking on the Client Name, you ...
How to model a Transition to Retirement Pension Income
Transition to retirement calculations are automatically "activated" if the client data meets the following two conditions: 1. If the member has an income of the type "Salary"; AND 2. If the member has an active Pension ...
Transition to Retirement / Roll Super to Pension
To model a Transition to Retirement Strategy, you will need to do three things: Step 1 - Rollover the amount of superannuation you wish to transfer to Pension phase Step 2 - Set the amount of pension payment required Step 3 - Include additional ...
3 - How to Change the Auto Invest End Date
If your model is holding significant debt at the end of the model / retirement, you may wish to change the end date for the automatic investments. Typically, this might be approximately five years prior to retirement, but you can select whichever ...
Pension Accounts
Pension Accounts When you add a new member, Prospera automatically creates a new SGC superannuation fund and Pension fund for the member, and links them so that at retirement, the superannuation will automatically roll over into the pension account. ...