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Budget Planner
It's important to keep an eye on your expenses, no matter what stage of life you're at. Our budget planner can help you assess your current financial situation and determine the amount you can afford to invest.
Before making an investment decision, you should consult a financial planner.
This spreadsheet generates factual information about savings. It does not constitute a recommendation or statement of opinion about saving and is not intended to be relied upon for the purpose of making a decision in relation to a financial product. For personal financial advice about saving you should consult your Financial Planner.
How to download this spreadsheet?
| Budget Planner Spreadsheet |
Instructions |
(File size 138K)
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To download this file, click on the icon on the left and select 'Save'. |
The spreadsheet is based on a series of assumptions. Details on those assumptions can be found in this spreadsheet. These assumptions and your results are not guaranteed. You should also check the assumptions used in this spreadsheet as they may not be appropriate to your personal circumstances.
What you need to know
Tax laws are complex. This spreadsheet is based on our current understanding of those tax laws as at July 2007.
The assumptions contained in, and the results obtained from, this spreadsheet are believed to be accurate and are made in good faith. However to the extent permitted by law, we disclaim 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 spreadsheet.
Any person intending to act or rely on the information should check its application to the circumstances. We would recommend that you consult with your financial planner before making any decision.
Any advice contained in this spreadsheet is provided by CSF Pty Limited (ABN 50 237 896 957) (AFS L246664) (RSE L0000307) (RSE R1000597).
Any advice is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs before acting on the advice.
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