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Income & CC

What do you do with your surplus?




Assets & Liabilities



Mortgage Details
Cash Details
Investment details - Super


Investment details - Non-Super (add#2)


Investor Preferences

Current Cashflow Optimised Fully Optimised
Gross Income ($):
Concessional Super Contributions ($):
Assessable Income ($):
Income Tax ($):
Medicare ($):
Medicare Levy Surcharge ($):
Less Low Income Tax Offset ($):
Total Tax & Medicare ($):
Household Expenses ($):
Surplus Income ($):

Use of Surplus Current Cashflow Optimised Fully Optimised
Spending (dead) :
Cash savings:
Investments (non super):
Debt repayments:
NC Super Contributions:
Unallocated:

Value at Retirement (Inflation Adjusted) Current Cashflow Optimised Fully Optimised
Cash:
Debt
Super:
Non-Super:
Net Assets at Retirement
Benefit of Strategy

Income in Retirement (Inflation Adjusted) Current Cashflow Optimised Fully Optimised
Investment Drawings ($)
Age Pension ($)
Total Retirement Income ($)

Data Check only (delete after use)

Summary

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