ONLINE CALCULATORS
SMSF Tax Exempt Certificate and Calculator
Income for complying Self-Managed-Superannuation-Funds is generally tax free for retired members. Ea...
Superannuation – Family Law Valuations
We offer valuations of defined benefit superannuation interests in accordance with Family Law req...
Life Interest Valuations (including Remainders)
Actuarial valuations of life and remainder interests.
"The present value of the net benefit deriv...
Asset Allocation – Wealth Maximizer
Enter your own stock codes to see the best portfolio outcome and stock allocation historically. I...
Lifetime Annuity Calculator
Lifetime annuities provide an income for the life of the annuitant. An annuity income is comprised o...
Our Investment Returns since 2017
99
Passive Australian Equity % p.a
99
International Equity % pa
99
Australia Equity % - Last Year
99
APRA MySuper Funds % - Last Year
99
Cups of Coffee
NEWS
Achieving Investment Returns of 32% p.a. and above
4 October 2024
Using risk optimisation techniques gained from over 25 years experience in aggregating insurance risks, connectingthedots is able to "cherry pick" the ASX an...
Regulated MySuper Funds Return an average 7.9% for 2023
7 January 2024
The Australian Prudential Regulatory Authority (APRA) surveys all MySuper funds each year for performance monitoring via mandatory statistical returns. This ...
SMSF Ownership of Crypto-currencies
15 January 2023
SMSF’s and Crypto-currency Self-Managed-Super-Funds are permitted to own crypto-currencies with the case for holding crypto-currencies within an SMSF as...
ATO Superannuation News
9 January 2023
The Australian Taxation Office issues regular updates on superannuation matters. These have been aggregated for 2023 and are listed here.
To return to the ma...
SMSF – Illustrative Risk Map
19 April 2022
connectingthedots is pleased to launch an illustrative risk map as a reference for our SMSF clients:
The full template can be obtained by clicking here.
...
Retirement Income Covenant – Sample
25 May 2021
Connectingthedots is pleased is offer a sample "Retirement Income Covenant" for use by SMSFs and superannuation trustees alike. We're making setting retirement ...
Retirement Income – Interactive Heatmap
20 January 2021
Connectingthedots is pleased to launch its superannuation heatmap for setting retirement income objectives. Simple and interactive, you can see how your ...
Life Tenant Factors – Australian Life Tables 2015-17
23 April 2020
Life tenant factors for 2015-17 Australian Life Tables are available here using a discount rate of 5% per annum. It is noted that these factors have increased m...
Retirement Income Targets for All Ages
5 March 2020
How much superannuation is enough? For individuals considering a lifetime pension, the correct value is a function of both age and gender. Our actuaries have re...
Superannuation – Is Cash Accounting Fit for Purpose?
16 January 2020
Have you read your SMSF financial statements recently? The financial statements for most SMSFs are prepared on a cash basis with no consideration for the retire...