Secure online tools that do the maths for you — your progress saves on your device, so you can come back any time.
Please don't enter your Tax File Number, bank account numbers, or ID in these forms.
Map your household income, tax and spending, and see your surplus. Calculates your tax automatically and exports to Excel.
Open the tool →Work out your income tax, Medicare and take-home pay for any income — and see how it's built up, bracket by bracket.
Open the tool →See which super strategies you may qualify for — co-contribution, carry-forward, bring-forward, spouse contributions and more.
Open the tool →Been made redundant? See your tax-free amount, the tax on the rest and your unused leave, and what you actually take home.
Open the tool →Estimate your Child Care Subsidy and what you'll actually pay out of pocket — per week, fortnight and year.
Open the tool →Estimate your Centrelink Age Pension from the income and assets tests — including deeming — and see which test applies.
Open the tool →The simple one — enter your super balance and yearly drawdown, and see how many years it lasts, with a graph and year-by-year table.
Open the tool →See how long your super lasts and your retirement income — with the Age Pension layered in year by year. Plan in the holidays and big-ticket spending you want, plus a full cashflow table and graphs.
Open the tool →Tell us about you and your finances ahead of your advice — details, assets, super, insurance, goals and more.
Open the tool →A few questions before your review so we make the most of our time together.
Open the tool →Book a complimentary, no-obligation chat and we'll do the rest.