UPDATE - Legislative Updates Implemented | Optimo Pathfinder

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

UPDATE – Legislative Updates Implemented

We’ve updated various assumptions for shares/managed funds and super investment options

Legislative Updates Implemented

We have updated the Optimo Default Returns for some assets within Optimo Pathfinder. All asset returns are based on Lonsec Capital Market Assumptions dated June 2021, including franking credits for Australian Equities and are updated as follows:

For cash returns, the current interest rate is 0.1%, however the long term average is assumed to be 1.7%, so:

For cash accounts, we assume that the interest rate is 0.1%, and then increases to 1.7% in 2026/27, since cash accounts are more immediate

For cash held in shares/managed funds, the long term rate of 1.7%pa is used for all years since it is assumed shares/managed funds are kept for an extended period.

Cases created after the release date will use the new assumptions.  Cases created before the release date will not be affected..

Click Here to View the Complete List of Assumption Rate Updates


Sign up to our Newsletter

For all the latest updates, new features

Inline Opt-in Form