← Knowledge baseSpending & withdrawal

Safe withdrawal rate (SWR) & the 4% rule

The most you can draw each year and still be very likely to last. The famous '4% rule' is a US starting point — Australia's Age Pension usually lets you draw more.

A safe withdrawal rate is the percentage of your savings you can spend in the first year — then adjust for inflation each year after — with a high chance of the money lasting your whole retirement. The 4% rule is the well-known rule of thumb from US research: draw 4% of the starting balance, and historically it survived a 30-year retirement in almost every case.

The Australian twist

4% is conservative here, because Australia has a safety net the US doesn't: the means-tested [Age Pension](/learn/age-pension). As you draw your savings down, the pension grows to partly fill the gap — so a plan that would fail on savings alone often survives. The planner solves for *your* steady SWR given your balances, home ownership and the pension, and it's frequently 5–8%, higher for leaner portfolios that lean more on the pension.

The withdrawal-rate bar on the dashboard shows your first-year rate against safe / moderate / high bands, plus your solved steady SWR marker.

Try it — worked examples

Related concepts

See it in your own plan

Model your super, the Age Pension and how long your money lasts — free, in today's dollars.

Open the planner