We are pleased to offer independent valuations of individual retirement objectives via our “reverse” calculator. For example, your retirement objectives may be as outlined in the box.

These objectives can be represented as a valuation based on your current age, gender, workforce participation and targeted retirement income.

The result can be compared to your current account balance (or SMSF assets) to see if your long-term funding requirements are being met. This valuation is available through our no-obligation form below:

Retirement Objectives - Reverse Calculator

via Measuring Accrued Benefits over Lifetime
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if not today, enter another date
5575
if in accumulation phase, use target/objective or if in retirement phase, use actual age retired
at date of valuation (accumulation phase includes TRIS)
Current Age indicates exceeds Retirement Age selected. Please alter status or retirement age selected.
Current Age indicates precedes Retirement Age selected. Please alter status or retirement age selected.
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1530
use slider to change
using DOB and Age Joined Workforce
Select one
this will override the estimated date above
$0$150,000
Annual Income Net of Tax
$0$150,000
Annual Rate - Net of Tax
50%100%
as a % of pre-retirement income, e.g. 100% will ensure that all income will continue into retirement
to change this, please change the income and % sliders above
The lowest income recommended is $16,590 p.a. based on the Old Age Pension rate (for married individuals).
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applicable for life with guarantee from retirement date
This will apply after retirement occurs
Select whether retirement income will revert to spouse
50%100%
as a % of Retirement Income - e.g. 100% will ensure that all income continues for the life of spouse
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completion is optional
This is an estimate based your workforce participation and expected lifespan at the date of valuation.
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Submit