
The 'Retirement Plan workbook' is an Excel spreadsheet that contains ActiveX to work correctly

Once you have downloaded the file, you should extract the .xls file to an appropriate location

When you open the file for the first time, you will not be able to update it unless you accept the various Microsoft warning messages:  

   Please ensure you have 'enabled editing' at the top of the screen when you open it

   Please ensure you then press 'enable content' to activate ActiveX that will guide you through the process

   If you didnt extract the file, we suggest you 'save as'  to an appropriate file location

   Read to the bottom of the 'Start Here' sheet, and then get started.


This workbook is designed to be used in conjunction with the retirement planning guide 2025+' versions

If you still have security problems with ActiveX, you can change the security settings for Excel
	Click  File/Options
	Click  Trust Centre/Trust Centre Settings/ActiveX Settings
	Select the options you need  (i.e. one of the enable ActiveX ones) and press OK


If you find any problems or errors, or have any questions or ideas, please let us know via the contact form on the bizxtra.co.nz website, or email us at retirement@bizxtra.co.nz 


Recent Changes

August 2025
Initial release of V-2025 of the planning guide and workbook replacing previous versions






