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

$150.00 +GST

977 in stock

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 

Presented by

Melanie Dunn
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.