How to Use the Australian Retirement Calculator

Complete step-by-step guide to mastering your retirement planning

Open Calculator

📖 Complete interactive guide • 🎮 Live demos • 🎬 Animated walkthrough

Quick Start Guide

Get started in 3 simple steps

1

Enter Your Details

Fill in your current age, income, superannuation balance, and financial goals.

2

Run Analysis

Click "Generate AI Recommendations" to get comprehensive retirement analysis.

3

Review Results

Explore charts, recommendations, and export your retirement plan.

✓ Monte Carlo Analysis
✓ AI Recommendations

Key Features

Comprehensive retirement planning tools at your fingertips

Monte Carlo Simulation

Run thousands of scenarios to understand your retirement probability and risk.

  • • 1,000-10,000 simulation runs
  • • Market volatility modeling
  • • Success probability analysis
  • • Fan chart visualizations

AI Recommendations

Get personalized recommendations across 8 strategic areas of retirement planning.

  • • Home ownership strategy
  • • Investment property timing
  • • Superannuation optimization
  • • Trust structures analysis

Property Analysis

Comprehensive investment property modeling with market cycle data.

  • • Keep vs sell analysis
  • • Cash flow projections
  • • Market cycle integration
  • • CGT implications

Age Pension Calculator

Accurate Australian Age Pension calculations with asset and income tests.

  • • 2025 pension rates
  • • Asset test calculations
  • • Income test modeling
  • • Deeming rate applications

Risk Profiling

Three-dimensional risk assessment: capacity, tolerance, and requirement.

  • • Risk capacity calculation
  • • Tolerance questionnaire
  • • Required risk analysis
  • • Asset allocation guidance

Export & Reporting

Professional reports in multiple formats for sharing with advisors.

  • • PDF comprehensive reports
  • • Excel workbooks
  • • CSV data export
  • • Chart image downloads

Detailed Step-by-Step Guide

Complete walkthrough of every feature

Basic Setup

1

Personal Information

Enter your current age, partner's age (if applicable), and planned retirement age.

Tip: The calculator uses Australian preservation ages and pension eligibility rules.
2

Financial Assets

Enter your current superannuation, savings, and investment balances.

3

Income Details

Provide your current salary and savings rate for accurate projections.

15% of income saved

Retirement Planning Workflow

Visual guide to the complete planning process

1. Data Input

Personal & financial details

2. Analysis

Monte Carlo & AI recommendations

3. Results

Charts & projections

4. Optimization

Refine strategy & scenarios

5. Implementation

Execute recommendations

Advanced Tips & Tricks

Master the calculator with these expert techniques

Scenario Modeling

Test Different Retirement Ages

Compare retiring at 62, 65, and 67 to see the impact on your finances.

Vary Your Savings Rate

See how increasing savings by 5% affects your retirement timeline.

Property Strategy Comparison

Model keeping vs selling investment property at different ages.

Optimization Strategies

Superannuation Maximization

Use salary sacrifice and spouse contributions to optimize tax benefits.

Asset Allocation Timing

Adjust risk levels as you approach retirement for better outcomes.

Healthcare Cost Planning

Factor in 6.5% healthcare inflation vs 2.9% general inflation.

Interactive Chart Demo

5% 15% 40%

Animated Calculator Walkthrough

Watch an animated demonstration of the complete retirement planning process:

Troubleshooting & FAQ

Common questions and solutions