Calculators
Free SMSF calculators
Quick, free tools for the figures that come up in every SMSF audit. They run in your browser, nothing is sent anywhere. For the full working-paper set, see resources.
In-house asset 5% calculator
Test the in-house asset ratio against the 5 per cent limit in sections 82 and 83 of the SIS Act, on market value at year end.
Open calculatorMinimum pension calculator
Work out the minimum annual pension payment by age and balance at 1 July, with pro-rata for pensions commenced during the year.
Open calculatorSMSF materiality calculator
Set overall, performance and clearly trivial materiality for the financial audit (Part A) from a chosen benchmark.
Open calculatorMember allocation worksheet
Allocate contributions, earnings and movements between members and reconcile closing balances to the net assets of the fund.
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