Australian Wealth Scenario Intelligence Platform

Test your wealth strategy under Australia's changing investment rules.

Compare property, shares, bonds, foreign assets, innovation portfolios and founder exits using Australian tax-aware projections, macro scenarios, Monte Carlo modelling and community market expectations.

6
asset classes compared
Tax
negative gearing, CGT and franking logic
Monte Carlo
reverse planning and probability ranges
Community
market sentiment and scenario assumptions

Tax and policy rules are moving

Many investors are still using calculators built for old assumptions.

AusInvestCalc helps you compare current rules, proposed reforms and alternative allocations before changing a property, share, retirement or innovation strategy.

Watch the tax changes video

Video briefing

Australia's new tax laws changed the investment question.

See how CGT changes, negative gearing reforms and new assumptions can affect property, shares, innovation portfolios and retirement planning.

Community market expectations

The future data product hiding inside the platform.

AusInvestCalc can become an Australian investor sentiment database: property growth, inflation, AUD risk, recession fear and innovation confidence.

3.8%
expected property growth
4.2%
community inflation view
13.4%
innovation confidence
-5.6%
AUD outlook

Benchmark comparison

Make property, shares, super, cash and innovation comparable.

6.2%
property model
7.8%
ASX200 style portfolio
6.5%
balanced super
4.5%
term deposit
15.2%
innovation model

Platform capabilities

Built as a scenario engine, not a single-purpose calculator.

Property cashflow and stress testing

Rent, expenses, interest, negative gearing, equity, value growth and Year 2 onward shocks.

Shares, bonds and foreign assets

Model income, capital growth, AUD movement, tax drag and allocation trade-offs.

Innovation and early-stage portfolios

Compare high-upside outcomes against property and listed markets.

Reverse planning

Start with a target wealth number and test contribution, risk and time assumptions.

Policy simulation

Compare negative gearing, CGT, inflation, immigration and macro policy changes.

Founder exits

Estimate after-tax proceeds from business sales using Australian CGT settings.

Macro and policy scenarios

Model the conditions investors worry about before they arrive.

Scenario Likely pressure point Investor question
High inflationReal return pressureDo indexed assets or foreign exposure help?
Interest rate shockProperty cashflow stressWhen does negative gearing stop being tolerable?
RecessionListed-market drawdown and selling pressureWhich allocation survives the downside case?
Innovation boomStartup upside and capital reallocationCan innovation meaningfully outperform property?
Immigration surgeRental demand and property yieldsHow much does rent growth change the result?

Built for Australia

Local tax and market assumptions are first-class inputs.

Negative gearing Capital gains tax Franking credits Property leverage AUD exposure Founder exits Community sentiment Macro scenarios

Trust and methodology

Forecasts need transparent assumptions.

The next Version 2 content layer should explain calculation methods, tax treatment, Monte Carlo assumptions, risk definitions and community consensus weighting.

Review feature audit

How calculations work

Separate assumptions, projection logic and result presentation.

Monte Carlo methodology

Show percentiles, chance of loss and chance of beating property.

Tax assumptions

Document CGT, negative gearing, franking and marginal tax inputs.

Risk definitions

Explain volatility, liquidity, tax efficiency and concentration risk.

Community consensus

Explain weighting, confidence and expert versus community views.

Founder exit case study

I built a SaaS business. What happens if I sell it for $1M?

Version 2 can use founder exits as a high-value case study: sale price, active asset concessions, retirement exemption, CGT discount and after-tax reinvestment options.

Model an exit