Year End Allocation Calculator

Ver2018.2.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. Please note that it does not allow for high earners Div 293 taxes.
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

         

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