DISCLAIMER:

The Wealth Projection Tool is provided by Angel Advisory Pty Ltd ABN 53 632 340 204. Who is a Corporate Authorised Representative of Synchron, AFS License No. 243313 and is current as at August 2023 but is subject to change. The methodology and information contained in this calculator is provided by Lonsec Research and the Trustee is not responsible for any errors or omissions by the third party that results in the calculations differing from actual amounts. All data used in the calculator will appear at the bottom of the calculator with reference to material to support the figures.

The information produced by this calculator is of a general nature and is not intended as financial advice. The results are illustrative only and do not fully take into account personal circumstances, financial situations or needs. The calculator is not intended to be relied upon as a substitute for professional financial advice.

This calculator provides an indication only based on limited inputs, mathematical calculations and assumptions built into the calculator. The results that you generate when using the calculator are dependent on the variables you input and the assumptions made by the calculator. The results are not guaranteed. The information supplied by the calculator should not be relied upon as a true representation of any actual personal wealth or superannuation entitlements/benefits. You should consider your own circumstances and read the appropriate product disclosure statements prior to making any decisions. You may wish to consult a licensed adviser.

The assumptions contained in, and the results obtained from, this calculator are believed to be accurate and made in good faith. However, to the extent permitted by law, Angel Advisory Pty Ltd disclaims all liability to any person in respect of anything done or omitted to be done, and the consequences of such action or omission, by any such person in reliance upon any part of the information obtained using this calculator. To the extent permitted by law, neither the provider of the calculator, nor its service providers, nor any related bodies, accepts any liability for any omissions, errors or inaccuracies in the results generated by the calculator or use thereof.

Tax and superannuation laws are complex. This calculator is based on our current understanding of those tax and superannuation laws effective as at August 2023. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments.

All assumptions used in this calculator are correct as at August 2023.

This calculator has been designed and is supported by Lonsec Research.

IMPORTANT NOTICE: The information contained is published by Lonsec Investment Solutions Pty Ltd ABN 95 608 837 583, a Corporate Authorised Representative (CAR 1236821) (LIS) of Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research).

Warnings: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this document is limited to general advice and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular person. Before making an investment decision based on the rating or advice, the reader must consider whether it is personally appropriate in light of his or her financial circumstances or should seek independent financial advice on its appropriateness. If the financial advice relates to the acquisition or possible acquisition of a particular financial product, the reader should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.