Pension Pilot retirement report: sections and features
Explore how Pension Pilot organises a retirement report: household inputs, modelling assumptions, a projection timeline and questions to check. Use this overview to understand the report before entering your details and requesting the emailed PDF.
Inputs summary
Shows what was entered across spending, household details, super, income targets, timing and assets.
Projection timeline
Shows age-by-age retirement income, Age Pension estimate, drawdown pressure and super balance movement.
Warnings and checks
Highlights where assumptions need advice, Services Australia confirmation, tax checks or further modelling.
A fictional funding-gap illustration
In our fictional example, Alex budgets $48,000 for the year and assumes $12,000 of other after-tax cash income. That leaves a $36,000 funding gap. Starting with $400,000 in super and subtracting that amount leaves $364,000 before investment returns, fees, tax and other transactions.
This is a hand-written arithmetic illustration, not a generated PDF, customer result or projection. Read the full fictional excerpt for its assumptions, limitations and questions to check.
What the PDF report is designed to do.
Bring the story together
The report connects spending, timing, super, other assets, income sources and Age Pension estimates into one readable household snapshot.
Make assumptions visible
It does not hide the inputs. It shows the assumptions that matter so the household can refine them or take them into an advice conversation.
Prepare better questions
The report points to areas that may need official checking or personal advice, such as Services Australia rules, tax treatment, super access and drawdown choices.
Keep the next step simple
The report is currently FREE for a limited time. The PDF is emailed to the address entered during the report request flow.
Ready to create the snapshot?
Start with the free staged inputs. When the assumptions look reasonable, request your emailed PDF report and use it as an educational preparation document.
Helpful guides before you create your report
- Age Pension guide — assets test, income test, deeming and official-source cautions.
- Super and retirement timing — preservation age, Age Pension age and timing trade-offs.
- Bridge years planning — the gap between stopping work and pension age.
- Retirement income planning — spending targets, income gaps and drawdown pressure.