This Calculator can be used to estimate the future value of your investment. Using this Calculator allows you to see how different asset classes might impact your investment.
Regular Investment Plan
You can choose to set up a Regular Investment Plan whereby you can choose to set an amount to be invested at the frequency of your choosing, being Monthly, Quarterly or Annually. Additionally, you can choose to increase your contribution by 5%, 10%, 15%, 20% or 25% per annum based on the total of the prior year’s Regular Investment Plan.
Income Drawdown Plan (starting after 10 or more years)
After a minimum of 10 years of investment, an investor has the option to start an Income Plan whereby the investor can drawdown an amount each period on their investment with no additional tax to pay until their investment reaches zero.
You must select an Investment Term that is greater than the year that you wish to start an Income Drawdown Plan.
Total Return: 0.00%
Income Return: 0.00%
Growth Return: 0.00%
Inflation Rate (CPI)
The default rate of inflation set by ASIC is 2.5% based on the mid point of the Reserve Bank of Australia’s target rate of inflation. The actual rate of inflation may differ significantly from 2.5% and financial outcome at the end of the selected period could be affected.
Investment Bond Investment Value
*Forecasts are calculated after fees and tax based on the investor's marginal tax rate