Calculates both single and joint life survival probabilities to set required payment durations in retirement.
Calculates an estimate of the single or couple current Centrelink Age Pension the retiree is entitled to.
Calculates whether the deemed approach for an ABP will produce a lower Age Pension income test reduction.
Estimates when private retirement assest will be exhausted for a nominated level of retirement drawdown.
Calculates the assets needed to support a desired retirement income taking the Age Pension into account.
Estimates the capacity to make extra superannuation contributions and the impact on take home pay net of tax .
Projects in nominal or today’s dollars what current assets and future contributuions will accumulate to at retirement.
Finds the optimum drawdown percentage to maximise the tax efficiency of the TTR strategy.
Calculates the minimum that must be drawn from an account based pension including part years.
Works out the effective per annum percentage rate of return of a series of gross or net of tax cashflows.
Apportions fund level account items amongst members on a direct and an account balance weighted basis.
This is the final year for anti detriment claims. This calculator is based on ATO ID 2010/5 formula.
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