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Australian Tax & Financial Planning Software Solutions
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Transition To Retirement Calculator

This calculator can be used for transition to retirement strategy. Pension payments from an account based superannuation pension and superannuation contributions including salary sacrifice are used to calculate the net income and net superannuation positions.

Also includes any personal contributions and government co-contribution and an optimiser chart to show the effect of a range of salary sacrifice amounts.

Example 1 : Transition To Retirement Data Entry

Superannuation Summary

Both the superannuation and taxation position are displayed to show the net effect of the calculations.

Example 2 : Superannuation Summary

Transition to Retirement Optimiser Chart

A chart graphs the net income according to the level of salary sacrifice to assist in determining the level of salary sacrifice together with a pension payment.

Example 3 : Superannuation Contributions Chart