Barista FIRE Calculator — Australia

Barista FIRE is the halfway house: you leave the career job, take something lower-stress and part-time, and let that income cover part of your spending while the portfolio keeps compounding untouched. You need far less invested to make the jump.

Rules & rates

Australian rules, 2026-27 tax year

Your situation

Everything in today's dollars.

35
1870

Retirement age

Income & spending

$

Take-home after tax: $104,330

$
$

What you have invested

$
$
$

Earliest Barista FIRE age

Age 47

That is 12 years from now, around 2038. From that age the portfolio funds your spending all the way to 92, including the years before Super unlocks.

Target portfolio
$1,875,000
Projected at retirement
$1,135,833
Savings rate
31%

Save this scenario. Compare plans side by side, track progress, and export the full year-by-year schedule.

See plans

Why you can retire on less than the 4.0% target

The $1,875,000 target is the simple 4.0% rule — a portfolio big enough to live off indefinitely. Your plan reaches $1,135,833 and still works, because it only has to last to age 92, and it keeps compounding the whole time you are drawing on it. That is a reasonable way to plan, but it leaves less margin for a bad run of markets — worth testing in the drawdown simulator.

Portfolio through to your planning horizon

Shown in today's dollars, so every figure keeps the purchasing power you understand right now.

  • Outside super
  • Super
  • Target to sustain spending
Left at the end
$8,402

In today's dollars, at age 92

Money runs out
Never
Year one saving
$36,610

Including employer contributions

The bridge: 13 years before Super unlocks

Retiring at 47 means funding everything from investments outside super until age 60.

Short
Needed for the bridge
$975,000

13 years of spending

Accessible at retirement
$639,358

Investments outside super

Shortfall
$335,642

This is the constraint that usually bites

Total net worth is not the test — reachable net worth is. Shifting contributions away from superannuation and towards investments outside super trades a little tax efficiency for the flexibility to actually stop working early.

What actually moves your date

Each row changes one thing and re-runs the whole projection.

  • Spend $5k less a year

    Cuts both what you need and what you must save towards.

    -1 yr

    Age 46

  • Earn 10% more

    A raise, with the extra going straight to investments.

    -1 yr

    Age 46

  • Cut fees by 0.5%

    Switching to a lower-cost fund or platform.

    No change

    Age 47

  • Returns 1% lower

    A more pessimistic market than the one you assumed.

    +3 yr

    Age 50

  • Live 5 years longer

    A longer horizon the portfolio has to stretch to cover.

    +1 yr

    Age 48

  • Retire on 10% more

    A more comfortable retirement budget than you planned for.

    +2 yr

    Age 49

Where your money goes this year

Based on Australia rules for the 2026-27 tax year.

Gross income
$140,000
Salary sacrifice into super
$0
Income tax
$32,870
Medicare levy
$2,800
Take-home pay
$104,330
Spending
$82,000
Into outside super
$22,330
Employer SG (12%)
$16,800
Contributions tax
$2,520
Into super
$14,280

Year by year

Retirement years are shaded.

AgeYearSpendingOutside superSuperTotal
352026$82,000$119k$185k$305k
362027$82,000$149k$207k$356k
372028$82,000$180k$231k$411k
382029$82,000$215k$255k$470k
392030$82,000$251k$281k$532k
402031$82,000$291k$307k$598k
412032$82,000$333k$335k$669k
422033$82,000$379k$365k$744k
432034$82,000$428k$395k$823k
442035$82,000$480k$428k$908k
452036$82,000$557k$461k$1.02m
462037$82,000$639k$496k$1.14m
472038$40,000$629k$517k$1.15m
482039$40,000$619k$539k$1.16m
492040$40,000$608k$562k$1.17m
502041$40,000$596k$585k$1.18m
512042$40,000$584k$610k$1.19m
522043$40,000$571k$635k$1.21m
532044$40,000$557k$662k$1.22m
542045$40,000$543k$690k$1.23m
552046$40,000$528k$719k$1.25m
562047$40,000$512k$749k$1.26m
572048$40,000$495k$780k$1.28m
582049$40,000$478k$813k$1.29m
592050$40,000$459k$847k$1.31m
602051$40,000$468k$855k$1.32m
612052$75,000$463k$839k$1.30m
622053$75,000$459k$823k$1.28m
632054$75,000$453k$806k$1.26m
642055$75,000$448k$788k$1.24m
652056$75,000$442k$770k$1.21m
662057$75,000$435k$752k$1.19m
672058$75,000$428k$732k$1.16m
682059$75,000$420k$713k$1.13m
692060$75,000$412k$692k$1.10m
702061$75,000$403k$671k$1.07m
712062$75,000$393k$649k$1.04m
722063$75,000$383k$626k$1.01m
732064$75,000$372k$603k$975k
742065$75,000$361k$579k$939k
752066$75,000$348k$554k$902k
762067$75,000$335k$528k$863k
772068$75,000$321k$501k$822k
782069$75,000$306k$473k$779k
792070$75,000$290k$444k$734k
802071$75,000$273k$414k$688k
812072$75,000$255k$384k$639k
822073$75,000$236k$352k$588k
832074$75,000$216k$318k$534k
842075$75,000$194k$284k$478k
852076$75,000$172k$248k$420k
862077$75,000$147k$211k$359k
872078$75,000$122k$173k$295k
882079$75,000$95k$133k$228k
892080$75,000$66k$92k$158k
902081$75,000$36k$49k$85k
912082$75,000$4k$5k$8k

Save this scenario. Compare plans side by side, track progress, and export the full year-by-year schedule.

See plans

How this works

How much less do I need if I keep working part-time?

Why it works so well

Part-time income does two jobs at once. It funds spending directly, and it stops you drawing down in the early years — which is exactly when a portfolio is most vulnerable to a bad sequence of returns. A modest wage for a few years can move your full FIRE date forward dramatically.

Modelling it here

Set your part-time income and the age it stops. The model treats it as taxable income during those years and funds the remainder from the portfolio, then tests whether the plan still survives once that income ends.

Keep going

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