Personal & financial details

Do you have a partner?  

Name

Gender

Date of birth

Retirement age

Income & super

Gross salary

Current super balance

Does your employer pay super guarantee (SG) contributions on your total gross salary for super purposes, in excess of the ATO's maximum superannuation contribution base of $197,720 per year?

Employer contributions

Do you pay extra super conts?  

After tax contributions

Salary sacrifice contributions

Gross salary frequency

Salary sacrifice

After tax

Gross salary frequency

After tax

Salary sacrifice

Results

Assets

Investment assets outside super

Personal assets

Other financial assets outside super

Do you want to include the age pension?

Income in retirement

Self

Retirement age

Life expectancy

Partner

Self

After tax contributions

Salary sacrifice contributions

Employer contribution

Partner

Before retirement

Investment option

Rate of return (net)

In retirement

Self

Lump sum amount

Age paid

Partner

Self

Planning a career break?  

Partner

 

Deductions for accumulation phase

Insurance premium

Fees

Adviser fee

Management fee

Deductions for retirement phase

Fees

Management fee

Assets outside of super assumptions

Assets Growth rate

Financial investment

Personal

Other

Inflation assumptions

Salary inflation rate

Rate of inflation (CPI)

AWOTE rate

   

 

   

   

 

Income rate  

Fees deducted

Insurance premiums

Fees

Next steps

Contact us

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