Subscribe Sign in

How much is needed in superannuation to target a $10,000 monthly passive income?

1 min read Rewritten in plain language

SuperannuationEditor S Choice

Show what we removed
  • Superannuation is one of the best things about Australia's retirement system.
  • With the lower tax rate during the accumulation phase and potentially a 0% tax rate in the retirement phase of superannuation, it's an effective investment vehicle for people saving towards retirement and in retirement too.
  • First, there's the dividend payout ratio – how much of a business' profit is paid out as a dividend.
  • For example, someone with a $200,000 investment balance at a 3% dividend yield would have $6,000 in annual passive income.
  • Potential investments with a 7% dividend yield to consider for high dividend yields in superannuation include MFF Capital Investments Ltd, WCM Global Growth Ltd, Future Generation Global Ltd, Telstra Group Ltd, and Medibank Private Ltd.

5 sentences from our version of the report, chosen to cover it. Nothing here is written; every line is in the article below. How

Headline check

The one thing this headline claims is in the report.

Figures, names and quoted words in the headline, looked for in the report itself — not in the summary above. One claim in this headline could be checked, so this is a narrow pass and not a thorough one. How this is checked

Manns' superior seeds (15767599714) library picture
Not from this story. A library photograph of stock market trading screens, used to illustrate it. Manns' superior seeds (15767599714) Henry G. Gilbert Nursery and Seed Trade Catalog Collection.; J. Manns & Co. / Wikimedia Commons, CC BY

Superannuation is one of the best things about Australia's retirement system.

Tax changes announced earlier this year have made non-superannuation investments less attractive – capital gains are going to be taxed more, negative gearing's appeal is being reduced, and trust distributions are under the spotlight.

With the lower tax rate during the accumulation phase and potentially a 0% tax rate in the retirement phase of superannuation, it's an effective investment vehicle for people saving towards retirement and in retirement too.

Tax makes a big difference for passive income because it's the after-tax income figure that investors can use.

Every investment that pays dividends comes with a dividend yield.

The dividend yield is influenced by two factors.

First, there's the dividend payout ratio – how much of a business' profit is paid out as a dividend. The more they pay out, the bigger the dividend yield.

Higher dividend yields aren't necessarily better, but they do mean an investor can receive more passive income for the same portfolio balance.

For example, someone with a $200,000 investment balance at a 3% dividend yield would have $6,000 in annual passive income.

Targeting $120,000 of annual passive income would need a sizeable portfolio.

Potential investments with a 7% dividend yield to consider for high dividend yields in superannuation include MFF Capital Investments Ltd, WCM Global Growth Ltd, Future Generation Global Ltd, Telstra Group Ltd, and Medibank Private Ltd.

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.

How this outlet filed it, and how we rewrote it

No other newsroom we read has filed on this event, so there is nothing to compare it with yet.

Outlet Niral ScoreAdjectivesSentimentHappiness
The Motley Fool Australiaas they published this story 21.3 23 0.1 60.6
Mundane Readneutralized from The Motley Fool Australia 19 23 0.1 60.6

Sign in to react.

Comments

Nothing here yet.

Sign in to comment.

Questions

Readers can ask a question about this story here. Questions and answers are for subscribers. Sign in to read them.

Comments are read before they appear where anything in them needs a person to look. Nothing posted here is ever deleted; a comment taken down keeps its text and the reason, so the decision can be looked at again. How this works