Assumptions

 

 

• 5% annual return for both funds net of all deductions except fees (fees deducted from 5% annual return for comparison purposes).

 

• Income stays the same over investment term.

 

• Income is earned every year.

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• No legislative changes over investment term.

 

• Super taxed at 15%.

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• No lump sum withdrawals over the investment time-frame. 

 

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