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This session will examine how to construct retirement income strategies for SMSF retirees that align with and build on the objectives of the retirement income covenant, to provide a tailored retirement strategy. A key consideration for SMSF retirees is the impact of sequencing risk on outcomes in retirement – what is sequencing risk, why does it occur and what strategies are available to manage and reduce this risk.
Further, we will provide an overview of what APRA regulated funds are doing to meet the requirements of the retirement income covenant and what this means for the retirement product and strategy offered to fund members. We will discuss potential impacts of the retirement covenant on how financial advice is delivered for retirement, and analyse the value proposition of SMSFs in light of the retirement strategies being delivered by APRA regulated funds.