Year End Allocator

Version 2012.1.au
 
This calculator is for simple year end accumulation account earnings and expense allocations. It uses a uniform cashflow assumption. For complex cases with reserve accounts, pension accounts, transfer ins, interim benefit payments or date weighted allocations .... Please contact us.
Item Member 1 Member 2 Member 3 Member 4
Name
Opening Balance
Direct Allocations
Concessional Contributions
Non Concessional Contributions
Less Insurance Premiums
Contribution Tax is calculated automatically - see example in Help File
Fund Items for Allocation
Expenses      
Balances of Taxes Exclude Cont Tax      
Earnings      
End Balances will also be calculated - see example in Help File