SMSF trustees and retirement | Accurium

Actuary Doug McBirnie shares some of the key findings of Accurium's pioneering research into the retirement adequacy of SMSF trustees. Our SMSF Retirement Insights paper is the first such study to be based on actual SMSF data and is based on our database of over 60,000 SMSFs. We use actuarial modelling to determine the savings required to confidently provide different standards of living in retirement and how well placed SMSF trustees are to achieve this.

Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.