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Comprehensive Superannuation Calculators

A Trustee Checklist

Superannuation funds frequently offer Superannuation Calculators which project a user’s expected superannuation balance and potential retirement income over time, typically via their public website or within their member portal. Increasingly, there is a focus from funds to uplift the capability of these calculators, as average balances increase and access to advice is limited. The following checklist is intended to support funds in considering the features an industry-leading or Comprehensive Superannuation Calculator would possess.

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