Calculators
Duration Survivorship Probability Calculator
Calculates both single and joint life survival probabilities to set required payment durations in retirement.
Centrelink Age Pension Calculator
Calculates an estimate of the single or couple current Centrelink Age Pension the retiree is entitled to.
Grandfathered or Deemed ABP
Calculates whether the deemed approach for an ABP will produce a lower Age Pension income test reduction.
Retirement Assets Exhausted Calculator
Estimates when private retirement assest will be exhausted for a nominated level of retirement drawdown.
Pre Retirement Calculators:
Target Retirement Assets Calculator
Calculates the assets needed to support a desired retirement income taking the Age Pension into account.
Budget Planner with 2016-17 Tax
Estimates the capacity to make extra superannuation contributions and the impact on take home pay net of tax .
Asset Accumulated at Retirement Calculator
Projects in nominal or today’s dollars what current assets and future contributuions will accumulate to at retirement.
Transition to Ret Calculator
Finds the optimum drawdown percentage to maximise the tax efficiency of the TTR strategy.
SMSF Admin Calculators:
ABP Minimum Required Pension
Calculates the minimum that must be drawn from an account based pension including part years.
Rate of Return Calculator
Works out the effective per annum percentage rate of return of a series of gross or net of tax cashflows.
Year End Allocation Calculator
Apportions fund level account items amongst members on a direct and an account balance weighted basis.
2016-17 Anti Detirement Calculator
This is the final year for anti detriment claims. This calculator is based on ATO ID 2010/5 formula.
