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Insurance results

For general tips about reading the results, see the Results step.

You can see results about insurance in the following places:

  • At the Cash flows & action items  sub-step (under the  Results  step on the top menu) in the Cash flows report:
    • The Expenditure section lists the following items (if in the strategy):
      • Insurance premiums paid directly by an individual (insurance paid from an SMSF or super fund is listed in the detailed reports, explained in the next section)
  • Detailed reports sub-menu (on the Results step on the top menu), the following reports may be useful:
    • Summary of all insurances:
      • Insurance premiums summary (under Consolidated) details, year-by-year, all insurances paid by individuals, super funds, and SMSFs. It also includes overall totals and sub-totals for premiums paid inside and outside super.
    • For an individual:
      • Cash flows and Cash flows (detailed) reports (under (Individual) report) show the insurances paid directly by an individual
    • For a super fund:
      • Transaction account (detailed) (under (Individual) > (Super fund) > (Super fund)) shows, in the Expenditure section, the insurance premiums paid by the super fund 
    • For an SMSF:
      • Transaction account (detailed) (under (SMSF) >(SMSF)) shows, in the Expenditure section, the insurance premiums paid by the SMSF.

Adjusting your results

If you would like to change something in the results or make another scenario for comparison, you need to change your input data and solve again. See Insurance for data entry tips.

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