Wealth
Forecasters
Asset accumulation forecaster (pre-retirement)
Capital usage forecaster (post-retirement)
Calculators
Multi Year TTR Calculator
A TTR strategy projection that shows the gain in account value over a number of years.
Transition to Retirement Calculator
A TTR strategy projection for the 2011-12 year that allows precise optimisation of the drawdown percentage.
Multi Year Age Pension Optimiser
For retirees above pension age can be used to ensure maximum entitlement is obtained subject to capital usage constraints. Also useful to show sources of retirement income.
Age Pension Calculator
Calculates an estimate of age pension entitlements to check current rate being paid by Centrelink.
Survivorship Calculator
Calculates both single and joint life survival probabilities to assist in planning required payment duration in retirement.
Life Expectancy Progression Calculator
How the anticipated age at death advances with the passage of time for survivors. Used for rebalancing strategy.
Minimum Required Pension Calculator
Calculates the minimum required for an account based pension.
Year End Allocations
Apportions expenses, taxes and earnings amongst members.
Anti Detriment Calculator
Calculations based on the ATO ID 2010/5 formula.
