This calculator can be used to investigate whether it would be more beneficial to hold an investment property in a SMSF or directly. It can also be used as a stand alone calculator for either holding structure. The rate of anticipated return to the various possible sale points is also calculated to show the effect of differing levels of gearing and whether the target required return is likely to be reached.

There is Technical Note to provided background information. A Help Manual has details of each data entry item and a worked example. Some data entry items can be at an aggregate level or at a detailed level by the use of the "+" button. The increase items should be entered as follows eg 2.5 for 2.5% and not 0.025 or 2.5%.

This panel will change according to the part of the calculator being worked upon during data entry and also to show a summary of the results after the "Update" button has been clicked. In addition there will be a full listing shown of the intermediate results and workings.

NetActuary can prepare reports for cases that don't fit this calculator. This includes a property purchased by multiple individuals, loans with capital repayments from positive cashflows or outside capital injections, variations in where the support is sourced etc.