Tax & Accounting. Corporate & Business Advice. Family Wealth Management.
Technical excellence in a wide range of industry sectors.
Administration and consulting for Advisers & Trustees.
Survivorship Calculator - Calculates both single and joint life survival probabilities (how long you are likely to live)
Capital Usage Forecaster - Includes allowance for age pension entitlements (for the 2010-11 financial year)
Transition to Retirement Calculator - Determines the optimal pension drawdown amount to maximise tax efficiency (TRIS is a non-commutable account based pension)
Longitudinal Transition to Retirement Calculator - Shows the tax efficiency of a transition to retirement strategy net of supplementation of income needs
Age Pension Calculator - Calculates an estimate of age pension entitlements
Minimum Required Pension - Calculates the minimum amount required for an account based pension
Section 295-485 Anti Detriment Death Benefit - Calculates the amount and the tax deduction allowed
SMSF Property Purchase Calculator - Investigates purchasing an investment property with a limited resource loan in a SMSF
___________________________________________________________________________
Please make sure that you seek professional advice regarding the relevance of these calculators to you and your Self Managed Super Fund. These calculators may not necessarily fit your specific circumstances. For more information and advice please make an appointment to speak to us about your requirements.
___________________________________________________________________________
Our calculators are supported by technical references and further explanations.
The reference material also includes the latest tax rates, superannuation caps and thresholds, ABS data and historical information.
___________________________________________________________________________
Tweet