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Calculators & Tools

Re-financing debt to get the best deal is more important than you might think

We did some Googling and according to Canstar, the typical Aussie owes $3,925 on their credit card, has a personal debt of $21,200 (excluding credit cards and property loans) and has a mortgage of $540,166. Let's look at how that plays out in monthly repayments and let's see what happens if we ...

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Should I buy a new car? Or should I invest the difference? New Car Real Cost Calculator

Everybody loves a new car right? But have you considered the long term effects of borrowing just that little bit more instead of investing the difference? Follow me through the maths for the massive difference it makes over time. Lets first get some options together for cars, I've borrowed these from Wheels ...

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Self Funding your Retirement – Free Planning Tool & Calculations

Knowing how much you need in Super by the time you retire is critically important before planning out your retirement and associated investment strategies. There is no excuse for not making it a priority when you are young as you have time on your side and hopefully this article outlines what a ...

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SMSF Calculator: How much will I have in my super when I retire? Free Tool

This calculator is really handy to work out how much you will have in your SMSF or Super fund when you retire. Notes on the calculations The calculator does not account for inflation so take 2-3% off the Annual Interest Rate if you want to include inflation The calculator does not account ...

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How much do I need to retire? Free Calculator

How much do I need in my SMSF to retire? For me this all depends on if I'm married at the time of retirement! My wife, I mean life, is expensive. We'll proceed on the basis that I haven't been chopped up into little pieces by my wife for making that comment ...

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Are you a retail or wholesale investor? Free Tool.

Do you see yourself as a sophisticated investor? Take this short test to work out if you are a Retail or a Sophisticated (Wholesale) Investor. Find out more about Retail vs Wholesale investors here  ...

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Kind words from Aussies managing
their own self funded futures

  • SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

    David G, Self-Employed, SMSF Owner

  • SMSF Mate provides a unique insight into superannuation and financial topics in a way that is easier to understand than conventional websites. The colloquial nature of the site makes it easy to understand and they often speak about complicated topics in lamens terms so I can wrap my head around them. The investment product information is a great way to research funds that I am interested in investing in with my SMSF and there is a lot of helpful information on the site for better structuring my investment portfolio. In comparison to other websites which offer similar information, SMSF Mate excels as the information is free to access whereas many other sites charge a subscription fee for the same thing. Overall, I think SMSF Mate is a great resource for SMSF trustees and is worth looking at for a variety of super-related topics. Thanks.

    Tim B, Business Owner, SMSF Trustee

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