Corpus Projection
The model compounds the opening corpus monthly, then adds that month’s employee and employer contributions. At the end of each 12-month period, the contribution is increased by the selected step-up percentage.
Corpus = Previous corpus × (1 + annual return ÷ 12) + monthly contributionLump Sum & Pension
The selected annuity percentage is applied to the projected corpus. The form automatically raises the minimum annuity share for a premature exit: 80% for a government exit before age 60, and 80% for a non-government exit before its applicable normal-exit point. All Citizen normal exit is reached at age 60 or after 15 years of subscription, whichever is earlier.
Normal government exit uses at least 40% annuity; normal non-government exit uses at least 20%. Small-corpus, death, disability and other special-exit options can differ and are identified as exceptions rather than inferred by the calculator.
Monthly pension = Annuity corpus × annuity rate ÷ 12UPS Payout
UPS is not calculated as an annuity from a projected corpus. The full-service assured payout starts from 50% of the last 12-month average basic pay and is proportionate for eligible service below 25 years. Corpus sufficiency and final withdrawal can reduce the admissible payout.
Known Limitations
- Returns and annuity rates are assumptions, not promises.
- Charges, taxes, and transaction timing are not deducted.
- The age-60 government test is a planning proxy; the applicable service-rule retirement or superannuation event controls an actual exit.
- Corporate normal exit depends on retirement or superannuation under the applicable employment terms.
- Small-corpus, death, disability and other special-exit options require individual review.
- Inflation-adjusted values are estimates based on a constant rate.
- Rules can change after the displayed source verification date.