NZ Super

Automatic

If the client has Automatically calculate NZ Super enabled, NZ Super proceedings are automatically added to the client's income during retirement based on the client's age (and partner's if applicable).

The following scenarios are consiedered:

• Single Alone
• Couple, One Qualifies, Partner Not Included
• Couple Both Qualify

The income received in each scenario is set in the globals.

Manual

NZ Super income can also be added manually via retirement transactions, by selecting NZ Super for Asset Type.

This allows for greater control on specific situations or for clients where the default scenarios don't apply.