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Franking credits, dollar-cost averaging, term deposits, ETF fees, FIRE targets and margin loans — built for Australian investors.

Rates current — FY 2026–27 Sources: ATO · ASX · ASIC MoneySmart
AUSTRALIAN INVESTING · BY THE NUMBERS

Australians now hold $330 billion in ETFs.

The exchange-traded fund has become the default way to own a diversified slice of the market, and more than 10 million of us now invest outside super. Australia’s imputation system also makes the after-tax return genuinely different, so it is worth modelling what franking credits add to a dividend, how a fractional management fee compounds over 30 years, whether drip-feeding in beats holding out for a dip, and the number that lets you stop — your FIRE target.

THE 30-YEAR AVERAGE RETURN
9.1%
Australian shares, with dividends reinvested, over the 30 years to June 2024. Past performance is not a guarantee of future returns.
Vanguard Index Chart · All Ords accum, 1994–2024
$330bn
Invested through Australian ETFs
Up 34.2% in a single year — the industry added a record $84.3bn in 2025.
Betashares / ASX · end 2025
30%
Company tax behind a franked dividend
A fully franked dividend carries a credit for the 30% company tax already paid on that profit.
ATO · dividend imputation, 2026–27
3.34%
Trailing yield on the ASX 200
The cash dividend yield before franking — grossed up for credits, the effective yield sits higher.
S&P Dow Jones Indices · Aug 2025
10.2M
Australians investing outside super
52% of adults now hold investments beyond their home and super — up from 45% in 2020.
ASX Australian Investor Study · 2023

Where new ETF money went in 2025

Net inflows into equity ETFs tilted global. International share funds drew $20.9bn of new money over the year against $13.2bn for Australian share funds — investors reaching past the home market’s bank-and-miner concentration. Leverage magnifies both directions, which the margin loan calculator lays bare; for money you cannot put at risk, a term deposit still has its place.

International equity ETFs · $20.9bn61.3%
Australian equity ETFs · $13.2bn38.7%
Betashares Australian ETF Review · equity ETF net flows, 2025
61.3%
38.7%
A record $84.3bn of net inflows and market gains lifted the industry to $330.6bn over 2025 — its strongest year on record.
Figures current as at 29 July 2026 · Long-run share return: All Ordinaries Accumulation Index, 30 years to 30 June 2024 · ETF industry: Australian ETF Review, end 2025 · Dividend yield: S&P/ASX 200, August 2025 · Investor numbers: ASX Australian Investor Study 2023. Past performance is not a guarantee of future returns. Sources: Vanguard, Betashares, ASX, ATO.

All Investment calculators

6 calculators

Australian Investment Calculators — 2026–27

Australia has a highly engaged investing population, with millions of Australians holding shares directly or through ETFs and managed funds. The Australian tax system also has unique features — particularly franking credits — that can significantly alter the after-tax return on Australian equities. These calculators are designed for Australian investors navigating the local tax and market environment.

Australian Dividend Investing and Franking Credits

Australia's dividend imputation system means that when an Australian company pays tax on its profits and then pays a dividend, it can attach a franking credit representing the tax already paid. Individual investors can use that credit to offset their income tax — and if the credit exceeds the tax owed, receive a refund. The Franking Credits Calculator calculates the grossed-up value of a dividend and the credit available at your marginal tax rate. Fully franked dividends from major ASX companies can be worth significantly more than their face value to investors on lower marginal rates.

ETFs and Long-Term Investing

Exchange-Traded Funds (ETFs) have become the default vehicle for Australian retail investors seeking broad diversification. Management fees — the MER — seem small in isolation, but over decades they compound into a substantial drag on returns. The ETF Fee Impact Calculator illustrates the difference in final portfolio value between low-cost and higher-cost funds over 10, 20 and 30 years. The Dollar Cost Averaging Calculator models the strategy of investing a fixed amount regularly, removing the risk of committing a lump sum at the worst possible moment.

FIRE and Financial Independence

The FIRE (Financial Independence, Retire Early) movement has a significant following in Australia. The FIRE Calculator calculates your FIRE number — typically 25 times annual expenses — and models how long it will take to reach that milestone based on current savings, investment returns and annual contributions. For higher-risk strategies, the Margin Loan Calculator illustrates both the amplified return potential and the margin call risk of leveraged investing.

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