Div DCA Schedule (AUG26)

Updated as of 21-AUG-26

// Source of Income Funds [PDF] //

Ledger+PP Lots+DFC (WBC)(AUG26) / Cycle+Target Trigger Table (WBC)

Ledger+PP Lots+DFC (NAB)(AUG26) / Cycle+Target Trigger Table (NAB)

Notes:

Since the Budget Reform JUL27 will be impacting our EFI, we've restructured and reallocated our Supers focusing on Income Funds for DFC, and ETFs for growth to minimize our trading volatility.

A bit tricky using AI when cross referencing data from different tables, but still doable when automating our calculations. Based on my assessment, we're at a pretty good place for WBC and NAB for our Div DCA schedule. ANZ not yet as their market volatility hasn't trended down yet. RIO and BHP are still trading at premium, so it's a hold until at least a 15% drop.

Regarding the Tar Qty, our initial basis is 500/half year for each Fund, and Tar Qty is 1K capped. This is for Income Funds only, so WBC, NAB, and ANZ (for now). As for ETFs, would be growth focused, and will only buy and sell if it's volatile.