Indicative estimator

A quick read on the matrimonial superannuation pool.

Enter the dates and balances you have. The tool projects the pre-cohabitation balance forward through an assumed return and isolates the matrimonial component. Educational only — not a court-ready report.

Relationship dates
Superannuation balances
A$

From the member statement closest to the cohabitation date.

A$

Toggle on if no opening statement is available — we apply an indicative cohort estimate of A$28,000 (placeholder for the educational tool).

Assumptions
% p.a.

Default 6.5% — long-run APRA balanced-option proxy. Reduce for conservative, increase for growth options.

%

Indicative only. Section 79 splits are matter-specific and based on contributions and future needs.

Disclaimer. The estimator uses a single deterministic rate of return and simplified assumptions. It does not account for actual fund-specific returns, contributions, rollovers, fees, insurance premiums, defined-benefit factors, SMSF asset valuations, member tax components, or s 79(4) factors such as contributions and future needs. It is provided for general educational purposes. No actuary–client relationship is created by use of this tool. For an expert report suitable for mediation or court, contact us for a fixed-fee engagement.