Investment Strategy Modeller

Overview:

What I am looking for is a client facing tool which demonstrates the benefits of a debt recycling strategy vs other strategies such as:Investment Strategy Modeller

  • Home Loan Reduction
  • Concessional Contributions to Superannuation (Super CC)
  • Non-Concessional Contributions to Superannuation (super NCC)
  • Investment outside of super (individual vs joint names)
  • Geared investment outside of super (individual vs joint names)
  • Family Trust
  • Super CC Geared
  • Super NCC Geared

(See MAStech Investment Strategy Model (‘ISM’) attached for reference).

Note: I would like my model to replicate the MAStech ISM but with the addition of a debt recycling strategy – see attached ‘Debt recycling model – static screen shots’ for reference to such a tool.

Investment Property

However, as an additional option I would like the debt recycling strategy calculator to be able to cater for additional investment properties as well as market-linked investments. As such, the property inputs will need to allow for stamp duty, depreciation and other costs as well as capital growth and rental income.

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Fee Disclosure and other advice related costs

I would like to be able to add an upfront and ongoing (tax deductible) fee to the calculations to demonstrate the real cost/benefit of a strategy with professional advice.

I would also like to add the ability to quote for personal insurance to complement any gearing strategy.

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Monte Carlo

I would like to add further complexity to the investment strategies by demonstrating probability of success using historical periods in the markets via monte-carlo simulation as opposed to liner projections.

Input

The model will need to be able to be easily updated to allow for change in tax rates etc

Output

I would like the ability to produce a summary of the outputs in pdf/word version for the client.

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kills necessary:

For the technician a thorough understanding of the following are necessary:

  • Australian tax legislation
  • Australian Superannuation legislation
  • Investment Property and investment cashflow modelling.

Note: as a Certified Financial Planner I will be able to confirm any necessary detail with respect to the requirements of the above legislation however you will need to have a basic knowledge of how these matters impact such a model.

Next Steps

I would like to understand your ability to execute the above?

Maddox Smith

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