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Tax payable on lump sum at retirement or death from fund Tax payable on lump sum at withdrawal from fund Cash flow term calculator for capital vs income

Tax payable on lump sum at retirement or death from fund

The taxable portion of a lump sum from a pension, provident or retirement annuity fund on death is the lump sum less any contribution that have not been allowed as a tax deduction plus the taxable portion of all lump sums previously received. Use the calculator to determine the tax liability at retirement or death on lump sums received from pension, provident and/or retirement annuity funds.     

Tax payable on lump sum at withdrawal from fund

The taxable portion of a pre-retirement lump sum from a pension or provident fund is the amount withdrawn less any transfer to a new fund plus all withdrawal lump sums previously received. Use the calculator to determine your tax liability if you are withdrawing from one of these funds before retirement.

Cash flow term calculator for capital vs income

Use the calculator to determine how long your capital will be sufficient to give you a selected income. You must make an assumption of the return (interest or growth) you will receive on your capital yearly for the term of the investment and for your income to keep track with inflation over the term of the investment you can select a percentage that your income must increase yearly! You can play around with the income amount until you find the right combination of income, yearly growth on the income and the term that the capital will last for your unique needs and provision.     
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