Retirement modelling tool gets makeover
By Sara Rich
Financial advice software provider Midwinter Financial Services has revised and relaunched its RetireMax tool to coincide with recent social security rule changes.
The new version, one of the modules on Midwinter’s Reasonable Basis software, is now a comprehensive retirement modelling tool for both single and coupled clients.
The original RetireMax was developed specifically to cater for retirees commencing pensions prior to September 20.
The revised version is able to model superannuation, investments, account-based pensions, veteran’s affairs pensions, age pensions and other social security benefits.
It can also provide tax and cash flow analysis as well as make transfers and direct surplus or deficit funds to different investment structures.
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