Portfolio Modelling Calculator

This calculator will let you estimate the approximate rate of return from your chosen portfolio, and also give you an idea of the income tax payable on that portfolio. Obviously, if the portfolio was owned by a couple, you would need to halve the calculated income and apportion one half to each person. Keep in mind that capital growth is taxed under the capital gains tax rules, and is not payable until you dispose of the asset.








Local Shares




Listed property




Franking Credits


Taxable Income



Tax payable
plus medicare levy
less share franking credits

Tax payable