Fin
$ight
Plus
SMSF Capital Usage Calculator
(with and without ABP Minimums)
Version 2010.0.1
Data Input
Target Retirement Income
Name
Initial Pension
Date of Birth
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
Initial Pension Increases % p.a.
0.0 %
0.5 %
1.0 %
1.5 %
2.0 %
2.5 %
3.0 %
3.5 %
4.0 %
4.5 %
5.0 %
5.5 %
6.0 %
6.5 %
7.0 %
Pension Start/Review Date
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2007
2008
2009
2010
2011
2012
Pension Account Balance
Assumptions
Apply ABP Minimum
Assumed Earnings Rate % p.a.
4.0 %
4.5 %
5.0 %
5.5 %
6.0 %
6.5 %
7.0 %
7.5 %
8.0 %
8.5 %
9.0 %
9.5 %
10.0 %
10.5 %
11.0 %
11.5 %
12.0 %
Number of Years of Projection
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
© Copyright 2009 Brian Bendzulla and FinSight Plus P/L ABN 941085164 Website:
www.finsightplus.com
Email
brian@bendzulla.com
Responsibility to check accuracy and appropriateness remains with the user. Use of this calculator only authorised if this no liability condition is accepted by the end user.