E - Options to Modify the Recycle My Debt Model
6 - How to Increase Lifestyle Expenditure in Retirement
Some clients may specify the level of income they wish to receive in retirement (to allow for additional holidays / retirement lifestyle choices). To incorporate this change to expenditure in the Recycle My Debt modelling option: 1. Click on ...
5 - How to Add an Upfront Investment (of a specified amount)
To add an upfront investment of a specified amount: 1. Go to the ACCOUNTS screen (via the left-hand menu) 2. Select the “ILOC Investment Account” (as indicated by the arrow in the below diagram) Clicking on the ILOC Investment ...
4 - How to Change Investment Returns, Franking Rates, and/or Dividend Reinvestment Instructions
To change the projected Investment Returns, Franking Credit rates, and/or Dividend Reinvestment Instructions for the modelling of an investment: 1. Go to the ASSETS screen (via the left-hand menu) 2. Select the “RMD DCA Asset” (Recycle ...
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 ...
2 - How to Change the Global Debt Limit (Maximum Borrowing Level)
To change the GLOBAL DEBT LIMIT (Maximum Borrowing level) after creating your Recycle My Debt scenario: 1. Click on the ACCOUNTS tab (from the left-hand menu) 2. Click on the link at the top of the page (as indicated by the arrow in the ...
1 - How to Change the Reserve Cash Buffer Amount
To change the RESERVE CASH BUFFER after creating your Recycle My Debt scenario: 1. Click on the ACCOUNTS tab (from the left-hand menu) 2. Click on the link at the top of the page (as indicated by the arrow in the below screenshot) ...