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How much passive income could I earn from a $650,000 superannuation balance?

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Superannuation

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  • A $650,000 superannuation balance is above the current benchmark for a comfortable retirement.
  • If your superannuation portfolio yields closer to 5%, you could earn $32,500 every year in dividend payments off the same superannuation balance.
  • Note too that these figures are based on cash dividends before any tax or franking credit benefits.
  • Think Coles Group Ltd, TPG Telecom Ltd, and Chorus Ltd.
  • Remember that if you want to aim for, say, a 5% yielding portfolio, not every stock in that portfolio has to yield 5%.

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A $650,000 superannuation balance is above the current benchmark for a comfortable retirement.

They focus hard on building their superannuation balance, ensuring the fund is performing well, and adding extra voluntary contributions wherever they can.

To calculate your potential passive income, you need to multiply your total superannuation balance by the overall dividend yield of your portfolio.

If your superannuation portfolio yields closer to 5%, you could earn $32,500 every year in dividend payments off the same superannuation balance.

Then, at a 6% yield, you could earn an annual passive income of around $39,000, and at 7%, it could be even higher, at around $45,500.

Note too that these figures are based on cash dividends before any tax or franking credit benefits.

Some of the top picks would be defensive stocks.

Their stable nature means they can help reduce the volatility of an overall investment portfolio.

Think Coles Group Ltd, TPG Telecom Ltd, and Chorus Ltd.

Blue chips like Wesfarmers Ltd and BHP Group Ltd are generally considered cyclical stocks but with strong defensive qualities. The shares yield around 3% to 4%.

Remember that if you want to aim for, say, a 5% yielding portfolio, not every stock in that portfolio has to yield 5%. You should aim for a diversified range of shares yielding varying amounts, which combined total 5%.

Shortened to 1 minute of reading, this version reads 17.6 on the Niral Score.

You are reading our version, not theirs. This is The Motley Fool Australia's report shortened to its most important sentences, in plainer words, with verdicts and loaded words taken out. Plain description stays, and so do adjectives that carry a fact, such as "former" or "federal". The reporting, the facts and the quotations are theirs — quotations are never edited — and the indicators beside it measure this version. Hover or tap Adjectives to see every one left in the text.

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  • The Motley Fool Australia How much passive income could I earn from a $650,000 superannuation balance? plain
  • The Motley Fool Australia How much income could a $1.2 million superannuation balance generate? plain

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Outlet Niral ScoreAdjectivesSentimentHappiness
The Motley Fool Australiaas they published this story 22.2 30 0.1 52.9
The Motley Fool Australia 18.2 16 0 56
Mundane Readneutralized from The Motley Fool Australia 18.2 16 0 56

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