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.

     

Income

 

Growth

 

Cash

     

Local Shares

     

International

     

Listed property

     

Total

       

Franking Credits

         

Taxable Income

         

 

Tax payable
plus medicare levy
less share franking credits

Tax payable