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Retirement Provision Calculators

Retirement need & required effort calculator Calculate Tax Saving in a Retirement Annuity Available retirement annuity tax deduction calculator Calculate illustrative return on a recurring contribution towards a RA Risk-profiling calculator Affordability calculator There are many uncertainties when it comes to retirement. How long will you live for after retirement, how will your health be, etc. Because there are so many uncertainties we will suggest that you save as much as you possibly can for retirement, but to give you an indication of how serious and important it is to save, we supply a few calculator tools that will help you to make informed decisions.

Retirement need & required effort calculator

Assuming an interest rate and inflation rate from today until you pass away, the calculator determines how much you must save to have enough capital at your expected retirement age to provide you with an expected income that will last for your life expectancy.       

Calculate Tax Saving in a Retirement Annuity

Considering your marginal tax rate and assumed new contribution towards a retirement annuity, the calculator gives you a personalised explanation of the effect of the tax saving you should receive if you contribute towards a retirement annuity.    

Available retirement annuity tax deduction calculator

The calculator calculates the maximum deductible current contributions you can make to Retirement annuity fund(s). Disallowed contributions can be carried over to the next year of assessment and, if unused during the total contribution period, can be offset at retirement to increase the tax- free portion of the lump sum, the annuity or other income.         

Calculate illustrative return on a recurring contribution towards a retirement annuity

Although this calculator will give you a good indication of what you can expect to receive after the term for a specific payment, it serves as an illustration of the effect of compounding interest for financial planning purposes and does not take into account the details of the actual product that will be invested in. Click here to calculate your return.         

Risk-profiling calculator

This calculator will assist you to determine what your tolerance is towards risk, to ensure that you select funds in the retirement annuity that you will be comfortable with the returns received.         

Affordability calculator

Use this budget calculator to calculate how much you can safely contribute towards your retirement annuity without over extending your budget.         
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