UPDATE - Pathfinder now supports Annuities and Fixed Interest in SMSFs | Optimo Pathfinder

Press Release: Optimo Pathfinder Updates Its Class-Leading Financial Modelling Software. Read More.

UPDATE – Pathfinder now supports Annuities and Fixed Interest in SMSFs

You can now model annuities and fixed interest in SMSFs in Pathfinder

Pathfinder now supports Annuities and Fixed Interest in SMSFs

In Pathfinder, you can now model Fixed term, Lifetime Immediate and Lifetime Deferred annuities purchased from super or non-super money. Pathfinder will take care of calculating the tax status on payments and make sure the annuity is treated correctly for Age Pension estimates.
Fixed interest can now be added to SMSFs. You can now add fixed interest (term deposits and Australian bonds) to SMSFs, and keep your fixed interest account in a ratio with other assets in the SMSF with the new Control by % option.

Read The Release Notes Here

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