Financial Tools

Lowe Lippmann Financial Trakman Services would like to assist you in understanding various aspects of financial planning and how these relate to you. The financial planning tools provided here can help you with budgeting, retirement planning, estimating income tax liability and more. By inputting basic financial information and assumptions, you’ll take the first steps to understanding where you are and where you need to be to achieve your financial goals.

Using these tools and educating yourself on the workings of superannuation, taxation and other financial matters can help you feel more comfortable when discussing your needs with the advisers at Lowe Lippmann Trakman Financial Services and understanding any advice you receive.

Click here to access these Financial Tools.

Budgeting Tool

Develop detailed family budgets using this intuitive tool.

Superannuation Tool

  • Work out how much you will need to live comfortably in retirement.
  • Estimate what your retirement benefits will be and whether your current contributions will be able to fund your retirement goals.
  • Calculate the optimum superannuation contributions will meet your retirement goals.
  • Estimate how long your retirement savings will last.
  • Test for Government co-contribution eligibility.
  • Review the effects of salary sacrifice.
  • Model the effects of different investment strategies.

Income Tax Tool

This tool makes it easy for you to estimate your income tax liabilities based on your family, income, superannuation and assets. This tool also calculates tax offsets and Medicare levy surcharges.

Regulatory and Legislative reviews

The service has received a legislative review to ensure the Superannuation, Taxation and Centrelink calculations reflect current legislation.

The service has also received a regulatory review to ensure it complies with ASIC requirements for financial calculators. Both Regulatory and legislative reviews were conducted by licensed independent actuaries.

Privacy and Security

The service is compliant with the National Privacy Principles Act 1988. The National Privacy Principles are standards for the way organisations handle personal information, developed by the Office of the Federal Privacy Commissioner.

Third Party

The tools are provided by a third party, FACTS Online.

Caution: These calculators are provided by FACTS Online and are not provided, approved or endorsed by Lowe Lippmann Trakman Financial Services. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.