Data Input
Name
Date of Birth    
Start of Pension
Current Salary Package p.a.    
Account Balance 30/06/14:    
Tax Free Percentage    
Transition to Retirement Intentions
New Work % of Current
Required Takehome Income
   
Assets Used for TTR Strategy    
Apply SG Max Earnings Base
Postpone drawings if turning 60 in year?
Assumptions
Accumulation Ac Net Earnings rate p.a.
Pension Account Net Earnings rate p.a.

Notes:

This calculator tests each drawdown percentage in 0.05% steps to determine which one produces the greatest increase in the fund balance, i.e. the smallest tax amount.

This calculator does not take the Low Income Superannuation Contribution, co-contributions or high earner contribution Tax Surcharge into account.