Do you have a partner? Yes No
Name
Gender Male Female
Date of birth DD 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MM 01 02 03 04 05 06 07 08 09 10 11 12 YYYY 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000
Retirement age 55100
Gross salary pa $ per Week Fortnight Month Year
Current super balance $0$500,000$
Does your employer pay super guarantee (SG) contributions on your total gross salary for super purposes, in excess of the ATO's maximum superannuation contribution base of $203,240 per year?
The default employer contribution of 9.5% has been reduced because of the limitation of the maximum superannuation contribution base. Yes No
Employer contributions 0%50%%
Do you pay extra super conts? Yes No
After tax contributions pa $0$180,000$
Salary sacrifice contributions pa $0$35,000$
Has your partner retired? Yes No
Male Female
DD 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MM 01 02 03 04 05 06 07 08 09 10 11 12 YYYY 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000
55100
Retirement date
DD 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MM 01 02 03 04 05 06 07 08 09 10 11 12 YYYY 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Current account-based pension balance
$
Deductible amount
$ per Week Fortnight Month Year
$0$500,000$
Yes No
0%50%%
$0$180,000$
$0$35,000$
Year
Month
Fortnight
Week
Assets
Investment assets outside super(eg shares, bank balance) $
Personal assets(Non-investment assets eg car, boat) $
Other financial assets outside super(eg rental property) $
Do you want to include the age pension? Yes No
Do you own your own home? Yes No
Income in retirement $
Retirement age
Life expectancy
After tax contributions pa $
Salary sacrifice contributions pa $
Employer contribution %
%
Investment option Balanced
Rate of return (net) %
Balanced
Lump sum amount $
Age paid
Planning a career break? Yes No
Age stop
Age restart
Return to work part-time Yes No
Part time % of full-time salary? %
Age return to full-time
Insurance premium $
Fees $
Adviser fee %
Management fee %
Fees pm $
Assets Growth rate
Financial investment %
Personal %
Other %
Salary inflation rate %
Rate of inflation (CPI) %
AWOTE rate %
Income rate
