Tax-Effective Withdrawal Strategy Spreadsheet
A spreadsheet modeling tax-efficient withdrawal strategies from superannuation accounts and other investments. It compares lump sum versus income stream options, factoring in the Australian tax-free threshold, offsets, and the Seniors and Pensioners Tax Offset for retirees.
This asset is part of Free Retirement Planning Spreadsheet for Australians (Excel) published by SheetForge. Licensed under CC BY 4.0 — Free for personal use. Free to use with attribution.