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Build Finance Calculator!

₹10000-40000 INR

En curso
Publicado hace más de 8 años

₹10000-40000 INR

Pagado a la entrega
What I am looking for is a client facing tool which demonstrates the benefits of a debt recycling strategy vs other strategies such as: Home Loan Reduction Concessional Contributions to Superannuation (Super CC) Non-Concessional Contributions to Superannuation (super NCC) Investment outside of super (individual vs joint names) Geared investment outside of super (individual vs joint names) Family Trust Super CC Geared Super NCC Geared (See MAStech Investment Strategy Model (‘ISM’) attached for reference). Note: I would like my model to replicate the MAStech ISM but with the addition of a debt recycling strategy – see attached ‘Debt recycling model – static screen shots’ for reference to such a tool. Investment Property However, as an additional option I would like the debt recycling strategy calculator to be able to cater for additional investment properties as well as market-linked investments. As such, the property inputs will need to allow for stamp duty, depreciation and other costs as well as capital growth and rental income. Fee Disclosure and other advice related costs I would like to be able to add an upfront and ongoing (tax deductible) fee to the calculations to demonstrate the real cost/benefit of a strategy with professional advice. I would also like to add the ability to quote for personal insurance to complement any gearing strategy. Monte Carlo I would like to add further complexity to the investment strategies by demonstrating probability of success using historical periods in the markets via monte-carlo simulation as opposed to liner projections. Input The model will need to be able to be easily updated to allow for change in tax rates etc Output I would like the ability to produce a summary of the outputs in pdf/word version for the client. Skills necessary: For the technician a thorough understanding of the following are necessary: Australian tax legislation Australian Superannuation legislation Investment Property and investment cashflow modelling. Note: as a Certified Financial Planner I will be able to confirm any necessary detail with respect to the requirements of the above legislation however you will need to have a basic knowledge of how these matters impact such a model. Next Steps I would like to understand your ability to execute the above? Regards Akshay Gupta
ID del proyecto: 8721246

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4 propuestas
Proyecto remoto
Activo hace 9 años

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Dear Employer, After carefully studying the information you provide about the project, I understand that you would like to have a program with 6 screens, one for each of the buttons on the top of your sample Excel file. The biggest part of the work will be in the Graphs and Detailed Calcs part, which are the ones that will calculate the results of the simulations for the different strategies. For this part I propose to have a separate VBA procedure for each of the strategies, making it easier to maintain or evolve. Each of those procedures will fill the "Detailed calcs" screen with all the calculated data. From there we would have all the date to create the graphics. My main challenge is that I cannot provide the calculation methods formulas myself as I am not expert in Financial Planning myself, but if I have such methods and formulas I can code them into Excel as I am an Engineer and I do well with Maths. About the Monte Carlo simulation is the same case, as long as I have the method I can code it into the Excel sheet without problems. To address your section called "Input", I propose to add a new screen, called "Parameters" in which we would include the tax rates and other parameters that can be changed. Regarding the Word and PDF output, Word can certainly be produced with VBA code, but PDF I would have to do some research about how exactly to do it. For better follow up, I have defined several milestones that would help us tracking the project. Kind Regards, Oli
₹30.000 INR en 21 días
5,0 (10 comentarios)
4,0
4,0
4 freelancers están ofertando un promedio de ₹32.974 INR por este trabajo
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Dear, we are Team of French + US. 11 years experience on Access/Excel/VBA automations. I checked your project description, and I confirm I can develop your program. I will focus on user friendly interface. As you can see I have very good rate, you can be sure I am serious. Regards, Fabrice
₹38.823 INR en 10 días
4,7 (64 comentarios)
7,2
7,2
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A proposal has not yet been provided
₹35.294 INR en 25 días
4,9 (13 comentarios)
5,5
5,5
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A proposal has not yet been provided
₹27.777 INR en 3 días
4,6 (9 comentarios)
3,4
3,4

Sobre este cliente

Bandera de INDIA
Jaipur, India
4,2
34
Forma de pago verificada
Miembro desde dic 22, 2014

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