M1 · Franking credits
SHIPPING Q2 2026
From $49/mo
Refund modelling, yield forecasts, year-over-year delta.
Module 1 · Franking credits · ships Q2 2026M1 · Franking · Q2 2026
How much franking credit did your SMSF leave on the table last year?
Drag the slider. We'll show you. Then we'll build the software so it never happens again.
See the mathShips Q2 2026 · No spam, one email per release
M1 · Franking refundLIVE DEMO
Franking-eligible holdings
$300,000 AUD
Your ASX share allocation — typically 25–40% of a diversified SMSF
Source: Morningstar, Mar 2026
Fund phase
Accumulation: 15% tax · Pension: 0% tax
Gross dividend yield
3.3% broad ASX 200
$9,900
Franking credits
fully franked, 30% corp tax
$4,243
Tax owed on grossed-up
at fund's 0% rate
$0
Cash refund from ATO
paid at year-end lodgement
$4,243
Illustrative only. Uses Morningstar ASX 200 average yield (3.3%, Mar 2026) or Vanguard VHY high-dividend ETF yield (5.4%, Apr 2026). Assumes fully franked dividends at 30% corporate tax, 45-day holding rule met, pension balance within $2M Transfer Balance Cap (1 Jul 2025), no other fund income or deductions. Actual refund depends on your fund's full income, franking percentages across holdings, and deductions. Not a licensed financial service. Information only.
The numbers that matter
- 663,867
- SMSFs in Australia
- $1.06T
- In trustee assets
- Q2 2026
- M1 ships
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