Software feature
Modelling and projections
Model outcomes with assumptions your practice controls, rather than defaults you cannot see.
How modelling and projections works in Souffle
Two modelling paths
Basic investment modelling and superannuation modelling both produce generated projections. Insurance modelling has its own settings alongside them.
Practice-level assumptions
Superannuation settings hold AWOTE, CPI, contribution percentage and retirement age. Economic variables hold the consumer price index and an interest rate. These are set once for the practice, so every projection runs on the same basis.
Investor profiles
Investor profiles define a profile name and description, an investment strategy, and growth and defensive rates with their asset allocations. Each profile carries a franking rate, an income rate and a growth rate, so returns can be modelled on an after-franking basis.
Tax settings
Tax settings hold the tax year, tax type, the tax data itself and Medicare levy rates, and can be marked active — so income tax calculations follow the year you are advising on.
In this area
Basic investment modelling with projections
Superannuation modelling with projections
Insurance modelling settings
Investor profiles and risk profiles
Growth and defensive asset allocation
Economic variables: CPI and interest rate
Superannuation settings: AWOTE, CPI, retirement age
Franking, income and growth rate assumptions
Related
Where this connects
These areas share the same records, so work in one shows up in the others.
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