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ATARMAxxing · SACE Essential Mathematics revision notes

Future-value annuities and superannuation

Future-value annuities and superannuation
Topic 5: Investments and loans · Subtopic 5.2: Annuities

What this note covers

  1. See an annuity as repeated deposits
  2. Enter a savings annuity in the financial solver
  3. Move payments to the beginning of periods
  4. Combine starting savings and regular contributions
  5. Find the contribution needed for a target
  6. Interpret superannuation projections carefully
  7. Worked monthly savings: end deposits, beginning deposits and target FV
  8. Worked superannuation projection: quarterly flows and assumption audit

8 sections · 10 key terms & formulas · 6 common mistakes

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