Asset Accumulation Calculator
For use before preservation age
Version 2013.2 au

Welcome

This calculator calculates what your assets at retirement are projected to be in either nominal dollars or today's dollars. For individuals above preservation age, there is an alternative calculator that incorporates a transition to retirement strategy. SG is limited to maximum superannuation contribution base.

This calculator can also be used to explore how the results may vary for changes in fee levels, investment returns, age at retirement, contribution levels etc.

Member Information:

Current Age
Intended Retirement Age
Salary before tax at 01/07/13
Fund value at 01/07/13

Contribution Information:

SG Rate
Voluntary Contributions p.a?
Apply Concessional Contribution Caps

Fee Information:

Contribution Fee %
Management Costs %
Management Costs $ p.a.
Advisor Service Fee %
Insurance Premium $ p.a.

Assumptions

Investment Strategy
Investment Returns
Earnings Tax
Rise in Cost of Living %
Rise in Living Standard %