Australian residents · FY2025–26 rates

Plan your money with clarity and confidence.

Free, accurate calculators built for Australian rules — including the 15% super contributions tax, Medicare Levy thresholds, LITO, HELP/HECS repayments, and Age Pension estimates. Generate a personalised wealth report or chat with our rules-based financial assistant.

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✓ No sign-up ✓ Runs entirely in your browser ✓ Nothing sent to a server
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Mortgage Loan Amortisation

See your principal, interest and balance over time. Compare scenarios with and without extra repayments to find out how much interest you could save.

Loan details

$
% p.a.
years
$
Even small extra repayments dramatically reduce total interest.

Amortisation summary

Pmt #PaymentPrincipalInterestBalance
Enter loan details and click Calculate.
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Compounding Interest

Discover how regular contributions and compounding returns grow your wealth over time. Try the default 7% return — close to the long-run average of a diversified portfolio.

Investment details

$
%
years
$

Growth breakdown

MonthStartContrib.InterestEnd
Calculating…
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Retirement Calculator

Project your retirement savings, then see how long your nest egg lasts in the drawdown phase. Real-terms view adjusts for inflation so today's dollars stay meaningful.

Your details

$
$
%
%
$
Tip: This calculator covers savings outside super. Use the Superannuation calculator for your super, then combine both in the Wealth Report.

Projection

YearAgePhaseStartContrib / DrawInterestEnd
Enter details and click Project.
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Superannuation Calculator SG 12% FY25-26

Accurate AU super projection including the 15% contributions tax, 15% earnings tax in accumulation, fee drag, wage growth, and the concessional contribution cap of $30,000.

Your super

$
$
%
12% from 1 Jul 2025.
%
%
% p.a.
$/mo
Concessional cap is $30,000/yr including SG. Excess is taxed at your marginal rate.
%

Super projection

YearAgeSalarySGSal. sac.15% taxEarnings (net)End balance
Enter details and click Project.
Assumptions: 15% tax on concessional contributions, 15% on accumulation earnings (simplified — actual effective rate is often lower due to imputation credits and CGT discount). Salary grows annually with wage growth. Concessional cap enforced at $30,000.
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Australian Pay Calculator FY25-26

Take-home pay with full Australian tax rules: ATO brackets, Medicare Levy with low-income threshold, Medicare Levy Surcharge (MLS), Low Income Tax Offset (LITO), and HELP/HECS repayments.

Your pay

$
$
Taxed at your marginal rate alongside your salary.
%
$/mo
$/mo

Pay breakdown

CategoryAnnualMonthlyFortnightlyWeekly
Calculating…
What's included: Income tax (ATO brackets), Medicare Levy (with low-income threshold), Medicare Levy Surcharge, Low Income Tax Offset, and HELP repayments. FY26-27 and FY27-28 rates reflect the May 2025 Federal Budget — subject to change.
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Personal Wealth Report

Generate a comprehensive retirement projection for a single person or couple. Includes super, savings outside super, Age Pension estimate, drawdown plan, ASFA benchmarks, and downloadable PDF.

Household details

Mode

Person 1

$
%
12% from 1 Jul 2025.
$
$
HISA, term deposits, offset.
$
Current market value of growth investments held outside super.
$/mo
$/mo
Into shares / ETFs.
$/mo
Extra amount you save each month (HISA/offset). Adds to the non-super pot.
$
Net of marginal-rate tax, the bonus is added to the non-super pot each year.

Goals & assumptions

$
%
%
%
% p.a.
Most retirees shift to a more conservative mix once drawing down.

Investment properties (optional)

Each property is projected forward at the capital-growth rate. At retirement we assume sale: net proceeds = projected value − 2.5% selling costs − remaining mortgage − CGT (50% discount applied). Sale proceeds drop into the drawdown pot. Rent/expenses during accumulation are not modelled — typical negative-gearing positions are roughly cashflow-neutral after tax.

Your wealth report

How it works: Enter household details on the left and click Generate. The report combines super, investments outside super, projected wage growth, an Age Pension estimate (asset-tested), inflation, and drawdown to your target age. Output is in today's dollars unless otherwise noted.
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General Finance Advisor General Advice Only

A rules-based assistant that reviews your situation and offers general-advice guidance on cashflow, super, retirement readiness and tax. Always consult a licensed financial adviser for personal advice.

⚠️ General information only. This tool gives general guidance based on rules of thumb and the inputs you provide. It is not personal financial advice. Consult a licensed financial adviser (search MoneySmart's adviser register) for advice tailored to your circumstances.

Tell us about you

Household

Income & super

$
$
$/mo

Investments outside super

$
ASX or international shares, ETFs and managed funds you intend to hold long term.

Cashflow

$
Skip if unsure.
$

Debt

$
$
%

Retirement goals

$/yr
In today's dollars.
$/yr
Optional — leave 0 to skip retirement gap check.

Advice memo

👋 Hi there. Fill in your details on the left and click Generate Advice Memo. I'll review your situation across cashflow, super, retirement readiness, tax, insurance and debt — then return a structured memo with prioritised observations and suggested next steps.

Everything runs in your browser. None of your information is sent anywhere.