The checklist below outlines the information you will need to complete the calculator:
Annual gross salary
Superannuation statement(s). If you are unsure of the tax free component, please call your superannuation provider(s).
Total of other income ie. investments, rental properties etc.
Salary sacrifice amount (if any)
ANZ recommends you read the Assumptions and fields marked with button.
What is your current age?
At what age do you propose to retire?
What is your gross annual salary?
$
Do you receive any income from other investments (property, shares, etc)?
Total of other income?
$
Total Salary
What type of investor are you?
Does your employer contribute more than the 9% minimum in superannuation contributes on your behalf?
Percentage contributed by your employer
%
What is your superannuation balance?
$
Does your super have a concessional component?
How much?
$ p.a
Annual allocated pension income you would like to receive
Minimum Possible Amount
$
Maximum Possible Amount
$
Nominated Annual Amount
$
Do you utilise salary sacrifice opportunities for your superannuation?
How much?
$
Do you want to Salary Sacrifice into Superannuation?
How much?
$ p.a
Do you want to increase Salary Sacrifice contributions into Superannuation?
How much?
$ p.a
Total Salary Sacrifice? $ p.a
Will Salary Sacrificing reduce Employer Superannuation Contributions?
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Age
Before TTR
After TTR
Estimated Net Income
Estimated Superannuation (at retirement)
To revise any amount entered click on start again.
If you would like to find out whether this strategy is appropriate for you, please arrange a no obligation appointment with an ANZ Financial Planner, who will be able to consider all your personal circumstances.
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