dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
2 years ago

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
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lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
2 years ago

Hi JA ,

At the moment the Deficit settings for pensions can only be set in one stage, so I'd model it using the Expend payment option for the pensions. 

  1. For the first 10 years, set the client's payment to expend and the partner's payment to minimum.
  2. After 10 years, set both the client and partner payments to expend. 

Here is an example of the partner inputs below - however I set it to change after 5 years (when there is a pension balance > $0). 

 

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