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Cashflow & Investment Optimiser - Demo v3.22: // written in HTML, Javascript, CanvasJS, CSS//

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Income & CC

Gross Income ($): Additional Super Cont's ($):

Household Expenses ($):

What do you do with your surplus?

Spending:
Cash savings ($):
Investment (non super):
NC Super Contributions ($):
Debt repayments ($):

Assets & Liabilities

Cash savings($):
Super balance ($):
Other Invest Assets ($):
Debt balance ($):

Mortgage Details

Mortgage Interest Rate (%):

Cash Details

Cash Interest Rate (%):

Investment details - Super

Investment Return (%):
Asset Volatility (%):
Turnover (%p.a.):
Fees (%p.a.):

Investment details - Non-Super (add#2)

Investment Return (%):
Asset Volatility2 (%):
Turnover2 (%p.a.):
fees2 (%p.a.):

Investor Preferences

Your Age: #age SGC (%):

Confidence Interval (%): Tgt Retire Age: Volatility in Retirement (%) Sharpe Ratio in Retirement Fees in Retirement (%): Inflation (%):

	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 ($)	**WIP**	**WIP2**	**WIP3**

Data Check only (delete after use)

Summary