RG 229 Superannuation forecasts
Issued 13 November 2014
This is a guide for super fund trustees and their advisers. It explains the relief we have given to trustees to provide their members with superannuation forecasts, both in the form of a statement (referred to in this guide as a ‘retirement estimate’) or as a calculator.
To fall within our relief, a retirement estimate must:
- include certain mandatory content;
- be calculated taking into account all of the required variables, and using the default assumptions; and
- be given at the same time as the periodic statement and be included in, or accompany, the statement.
This guide also explains how our general relief for providers of financial calculators applies to superannuation calculators.