What could your super be worth? Compare funds and the effects of fees, investments options, co-contribution, salary-sacrifice and more.
The Superannuation calculator lets you see the long-term effects of:
- Fees and charges by various funds.
- Making extra contributions.
- Receiving government co-contributions if you are eligible.
- Breaking or reducing contributions as a result of time out of the workforce.
- Switching your investment strategy or changing funds.
The information you will need;
- Your latest member statement (or annual benefit statement).
- Your funds most up-to-date product disclosure statement or member information booklet.
What could the value of your investment be worth? Compare funds. Including: fees, regular contributions, changing funds and different investment options.
Whether you want to invest a single lump sum in a managed fund or make regular contributions as part of an investment program, the managed fund calculator shows the effect of choices you may be able to make about;
- Regular contributions
- Changing funds
- Different investments options
What would your money be worth if you invested it and re-invested all the interest you earn? How much to reach your target amount? How long? What interest rate do you need? Single investment or regular amounts.
This calculator shows the following;
- What your money will be worth if you re-invest all the interest you earned over a certain period.
- How much you would have to invest at a certain interest rate to reach a target amount.
- How long it would take to reach a target amount.
- What interest rate you need to reach a target amount.
- The effect of investing a single amount or regular amounts
See how investing regularly can assist the growth of your investments.
Risk and Return
Compare the return offered by a proposed investment with the relevant market sector: cash, fixed interest, property, shares, and balanced assets. How risky could it be?
Returns that are higher than the current going rate involve higher risks that you need to understand. The calculator offers simple, tailored messages relating to an investment proposal; based on advice ASIC has obtained from licensed actuaries. This calculator covers cash or fixed interest assets for income, property or shares for capital growth, or a balanced option of 30 per cent income and 70 per cent growth that is commonly used by super funds.