Calculates for a chosen level of confidence the assets needed to support the desired retirement income.
Projects assets at retirement in either nominal or today's dollars for individuals under preservation age from a 1/7/2015 base.
A TTR strategy projection for the 2015–16 year that allows precise optimisation of the drawdown percentage.
A TTR strategy projection that shows the gain in account value over a number of years from a 2015–16 base.
To enjoy a good standard of living in retirement requires a consistent, strong savings pattern during one's working life.
When will the money run out? Can be used to calculate sustainable level of payment for the buffer approach.
For retirees above pension age this calculator can be used to ensure maximum entitlement is obtained subject to capital usage constraints.
Calculates an estimate of age pension entitlements to check current rate being paid by Centrelink.
Calculates both single and joint life survival probabilities to assist in planning required payment duration in retirement.
How the anticipated age at death advances with the passage of time for survivors.
Used for rebalancing.
Calculates the minimum required for an account based pension
Apportions expenses, taxes and earnings amongst members based on member
balances with direct allocation of contribution taxes.
Calculate Equity Market Sequence Risk to assets backing a pension over a 10 year time scale. Calculations based on historical equity returns.
Calculations based on the ATO ID 2010/5 formula
Limited recourse vs direct, support needed, IRR, effect of gearing and sensitivity analysis.
Article 21 of US-Australia Tax Agreement
UniSuper and Family Law
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