What’s the easiest way to monitor your investment strategy? What do all of your complex financial calculations actually mean? And what should you do with all of your piling-up paperwork? With Financial Mappers’ SMSF tools, SMSF planning is easy. Financial Mappers will help you make the right decisions
Clearly see the risks
One of the most unnerving things about managing your own super fund is the possibility of a sudden fall in your investment assets, such as a downturn in real estate or another global financial crisis. How would your super fund fare if the unexpected happened? With our Capital Growth Modulator, it’s easy to apply a 40-50% fall in your investment accounts and see what effect that might have on your retirement.
Reports
Financial Mappers is an interactive way for consumers to improve their financial skills and understanding at their own pace. This is a substantial document which presents the details your total plan, including superannuation for up to thirty years. The asset allocation will show what percentage of your investments lie within your SMSF and it will give you a return on all your investments including superannuation
The Wealth Guidance Report comes with a list of ‘Questions to Ask your Advisor’. Taking your report with you next time you consult with your accountant or advisor may be very helpful and save time for both of you.
Helpful graphs
One of the benefits of using Financial Mappers to manage your SMSF is that we can equip you with a complete financial overview in easy-to-read graphs. Analyzing financial data can be confusing and boring, but with our colour-coded, cleanly designed graphs and diagrams you can easily figure out how your finances are tracking and predict how they might look in 10-20 years. You can also download these graphs and enter them in your statement, or take them with you when you visit your SMSF advisor, which may mean lower audit costs. Bonus!
Financial Planning Software for SMSF
Want to learn more about Financial Mappers?
If you have an SMSF, watch this video.
Are you ready to start your Financial Plan?
Glenis Phillips SF Fin – Designer of Financial Mappers
Disclaimer: Financial Mappers does not have an Australian Services License, does not offer financial planning advice, and does not recommend financial products.
