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Sequencing risk in retirement strategies – are SMSFs up to the challenge?

Recorded live 7 Mar 2023
Retirement strategies

$150.00 +GST

977 in stock

Audience

This event is recommended for advisers and other practitioners assisting with SMSF investment strategies
Audience

Learning outcomes

  • Be confident in explaining what sequencing risk is and how it impacts a retirement strategy
  • Develop comprehensive retirement strategies which address sequencing risk
  • Understand the requirements of the retirement income covenant for APRA regulated super funds
  • Articulate the value proposition for advice and SMSFs in retirement
Learning outcomes

Relevancy

This webinar was recorded live 07/03/2023 and provides you with 1 CPD hour.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 0.5 CPD hours
  • Regulatory compliance and consumer protection: 0.5 CPD hours
CPD hours

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.

Registration to this event includes: 

  • 1 hour recording
  • Slides and recording to access for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 1 hour 
Melanie-Dunn-Editorial-Headshot-V2

Presented by

Melanie Dunn
Principal
Accurium
Terms and Conditions
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