M1 · Franking credits
SHIPPING Q2 2026
From $39/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.
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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
- 1
- Trustees on the waitlist
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