NZ Super
Automatic
Section titled “Automatic”If the client has Automatically apply NZ Super enabled, NZ Super amounts 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 considered:
- Single Alone
- Couple, One Qualifies, Partner Not Included
- Couple Both Qualify
The income received in each scenario is set in the global settings form (Globals → Edit → NZ Super section).
Manual
Section titled “Manual”NZ Super income can also be added manually via retirement transactions, by selecting NZ Super for Category.
This allows for greater control on specific situations or for clients where the default scenarios don’t apply.