Explore Samples
Explore sample reports and advice documents to get a clear picture of the experience your clients, employees or members can expect through moneyGPS. From the Money Check-Up and Retirement Check-Up to fully compliant, personalised Statements of Advice, these examples reflect the quality and clarity of the digital documents we deliver.
Each report your users receive is dynamically generated based on their unique data and thousands of tailored calculations. This ensures guidance that is personal, practical and ready to act on.
Money Check-Up Report - Available Now
Money Check-Up Report
The Money Check-Up report from moneyGPS provides a personalised snapshot of a person's financial health, highlighting key areas to improve and helping them take the next steps with confidence.
View/Download the sample report here.
Retirement Check-Up Report - Available Now
Retirement Check-Up Report
The Retirement Check-Up report provides a clear, personalised overview of a user's retirement readiness, helping identify gaps, strengths, and steps to stay on track for a secure financial future.
View/Download the sample report here.
Self-Managed Super Fund Check-Up Report - Available Now
SMSF Check-Up Report
The report is a high-level review of the SMSF. It highlights the fund’s overall health and helps identify any gaps or potential issues. The report is factual and not personal financial advice, but it’s a valuable tool for both Trustees and the managing accountant. If advice is needed, Trustees can follow up with their accountant’s preferred adviser or access services through moneyGPS SMSF.
(Only included with a moneyGPS SMSF subscription).
View/Download the sample report here.
Salary Sacrifice - Available Now
Salary Sacrifice Advice
The Salary Sacrifice document offers a personalised breakdown of how salary sacrificing into superannuation could impact a user's take-home pay and future retirement savings, helping them make informed decisions.
View/Download the sample here.
Super Investment Choice - Available Now
Super Investment Choice Advice
The Super Investment Choice Document helps users understand their current superannuation investment option and how it aligns with their goals, offering insights to make more informed, tailored investment decisions.
View/Download the sample here.
Commence an Account Based Pension - Available Now
Commence an Account Based Pension Advice
The Account-Based Pension document provides a personalised overview of starting a retirement income stream, helping users understand eligibility, payment options, and how it can support their retirement lifestyle.
View/Download the sample here.
Savings & Investments - Available Now
Savings & Investments Advice
The Savings and Investments document gives users a personalised view of their current financial position, offering insights into how their savings and investments align with their goals and where improvements can be made.
View/Download the sample here.
Co-Contributions - Available Now
Co-Contributions Advice
The Co-Contributions document explains how eligible users can boost their superannuation through government co-contributions, outlining potential benefits and how to make the most of this opportunity.
View/Download the sample here.
Insurance - Coming Soon (2025)
Insurance Advice
The Insurance document provides personalised recommendations to help users financially protect themselves and their families in the event of death, disability, or serious illness. It includes both strategic and product-specific advice tailored to each user's needs.
View/Download the sample - Coming Soon
First Home Super Save - Coming Soon (2025)
First Home Super Save Advice
The First Home Super Saver document explains how eligible users can accelerate their first home deposit savings through their superannuation. It provides personalised recommendations on how much to contribute each year to maximise their savings potential.
View/Download the sample - Coming Soon
Transition to Retirement: Income Top Up - Coming Soon (2025)
Transition to Retirement: Income Top Up Advice
The Transition to Retirement: Income Top-Up document outlines how users can ease into retirement by reducing their work hours and using a Transition to Retirement Pension to supplement their income. It includes tailored recommendations based on each user's individual circumstances.
View/Download the sample - Coming Soon
Transition to Retirement: Super Top Up - Coming Soon (2025)
Transition to Retirement: Super Top Up Advice
The Transition to Retirement: Super Top-Up document provides personalised recommendations on how users can use tax savings to boost their superannuation by salary sacrificing, while drawing a Transition to Retirement Pension to maintain their income levels.
View/Download the sample - Coming Soon
Superfund Consolidation - In Development Phase: Coming Soon
Superfund Consolidation Advice
The Super Consolidation Advice document is designed for users with multiple superannuation funds. It helps users consolidate their super into a single fund to reduce fees, simplify the tracking of their retirement savings, and ensure their money is invested in the most suitable option for their retirement goals.
View/Download the sample - Coming Soon
Superfund Switching - In Development Phase: Coming Soon
Superfund Switching Advice
The Super Switching Advice document helps users review their superannuation fund to ensure it is the most suitable option for their retirement savings. It provides tailored product recommendations based on their individual circumstances.
View/Download the sample - Coming Soon