PERSONAL DATA INPUT:
| Name | |
| Salary 2019/20 | |
| Ac Balance 30/6/2019 | |
| No of Yrs Projection | |
| Employer Contributions | SG Rate |
| Salary Sacrifice Conts % | |
| Non_Concessional Conts % |
ASSUMPTIONS:
| Salary Increases p.a. | |||
| Rate of Return p.a. | |||
| Limited to SG Salary Max? | |||
| Limited to Conc Cont Cap? |
| ||
| Estimate Division 293 Tax? |
|
ACCUMULATION BUILD UP OVER THE YEARS
Contributions are assumed to be received uniformly over the year and tax paid at the end of the year. Indexation if provided for most thresholds except the $250,000 Div 293 threshold. Often the savings you can make to superannuation have a pattern of little immediately when expenditure requirements are high, but with some solid years as the mortgage is paid off and retirement approaches. For a more detailed accumulation projection taking a detailed cashflow into account please contact your adviser.
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