Models
Client data based models
Asset allocation
Asset allocation pie chart uses the asset totals of assets that have an asset allocation.
Asset allocation chart takes the value of all assets that have an asset allocation attached and the asset allocation percentages. Asset allocation can be found at the bottom of each asset, either in Verify Data or the Assets tab in Financial Data on the group page.
Asset and debt composition
Asset and debt composition is a pie graph that uses previous advice totals.
Asset growth
Asset growth model uses previous advice totals to track asset values over time.
The model requires a target and an end date, which can be added in the “Model data” section. Start date is automatically the year the first Advice to the group was given in MOAS.
Gross and net income
Gross and net income uses year on year client income data, specifically Taxable Income and Tax Paid. Income data can be added, edited or deleted in either Verify Data within the Advice Module or on the group page under Financial Data → Income.
Investment and property debt
Investment and property debt uses previous advice totals to track liabilities over time.
The start date is the earliest Advice entry in the system and the end date is the current year.
Long term progress
Long term progress uses previous advice totals to calculate net total wealth and net investment wealth.
Net total wealth is calculated for each advice year as follows:
Net investment wealth is calculated for each advice year as follows:
Start date is the earliest advice entry in the system. Target and end date can be added under the “Model data” section.
Scenario based models
Annuity and pension comparison
Income splitting
Income tax
Insurance TPD
Insurance death
Insurance income protection
Insurance trauma
Loan repayment
Negative gearing
Property cashflow
Property value
Retirement drawdown
Retirement planning
Salary packaging
Salary sacrificing
Superannuation contribution splitting
Superannuation insurance
Trust planning
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