Navigating Income Streams | Accurium

Technical article
Income stream planning for clients can be complex due to the interaction, and sometimes apparent conflict, of different laws, which is then compounded by the musical chairs of legislation.

Not only are there myriad pathways to reach the optimal strategic solution, SMSF practitioners are often challenged by time sensitivities and the difficulty of accessing client data.

Nonetheless, your ability to effectively steer clients through this complex area demonstrates the clear value of your services.

In this article we address some of the more commonly asked questions in relation to income stream planning and cover topics including eligibility to make superannuation contributions, commencing or winding up an income stream, and managing income streams for reversionary beneficiaries and estate planning.