Single Scenario Reports
Prospera provides a number of detailed reports in relation to a Single Scenario. These reports are accessed from the 'Results and Reports' Screen within the particular scenario you wish to investigate.
A brief summary of the reports follows:
- Scenario Summary Report
The Scenario Summary Report contains all of the Fact Find Data that has been entered in relation to this particular scenario. It includes all detail, such as interest, growth and yield rates, used in the model projections, in relation to the Accounts, Assets, Superannuation and Pension Investments, Income and Expenditure.This Report also contains the Assumptions used, such as Inflation, AWOTE and Corporate Tax Rates, Employer Superannuation Guarantee Contributions (SGC), Centrelink values, and Minimum Pension Drawdown requirements.
- Scenario Results
The Scenario Results Report is also known as the 'Cashflow and Net Position Summary". It contains details of every Account and every Asset within the model, and the transactions and growth that are projected for each. It is a great report if you are wanting to drill down into the detail of each area.
- Scenario Overview Report
The Scenario Overview Report is a two page snapshot summary over the duration of the model. It contains summarised detail in the key areas, with the detail showing the annual result every year for the first five years, and thereafter at approximately each five years, to the model end date. This report summarises all Private Accounts, Investment Accounts, Investments, Super and Pension Accounts, rather than separating each section into the individual accounts, assets, etc.
- Banking Flowchart
The Banking Flowchart shows the flow of money used within the scenario.
- Compliance Guidelines
- Download Results in Excel Format
The Compliance Guidelines Report details the Compliance Rules set within the Prospera system, and whether the model has met the Guidelines or has fallen outside the Guidelines.Some of the Compliance Areas covered in this report are: Excess Super Contributions Tax, Gearing Rules, and the ability to meet interest costs.
You can also download Results in Excel format, if required. This Report contains detail in relation to Cashflow, Assets, and some Efficiency Data, such as Total Interest Paid in each Year, and the Cumulative Interest on both Private and Investment Loans, along with the Cumulative Surplus.
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