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Trajectory wealth tracker update#

We assume your account balance will receive all income and outgoings mid-year, apart from Government co-contributions which we assume are received at the end of the year. It will not work for defined benefit funds. The calculator works for accumulation funds only. You may wish to get advice from a licensed financial adviser.

Consider your own investment objectives, financial situation and needs. Do not rely solely on this calculator to make decisions about your retirement, there may be other factors to take into account.

Trajectory wealth tracker update#

You can also change and update some of the assumptions to reflect your personal circumstances.

You should consider updating the projections provided by this model regularly as your circumstances may have changed.

These assumptions are essential so the calculator can show the effect of things you may be able to control, such as choosing a low-fee fund. This calculator assumes that you can make steady, predictable contributions and that all assumptions including these external factors will operate at set, steady rates for as long as you remain in the fund, even if events turn out differently from what's assumed.

This calculator cannot predict your final superannuation benefit with certainty because this will depend on your personal circumstances including unexpected events in your life and external factors such as investment earnings, tax and inflation.

The amounts projected are estimates only provided by this model and are not guaranteed.

The results from this calculator are based on the limited information that you have provided and assumptions made about the future.

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