SMSF Retirement Insights: A new framework for thinking about retirement income | Accurium

At the SMSF Association National Conference in Feb 2018 we presented a session which looks at a new framework for thinking about retirement income for SMSF retirees. The government has been consulting on how large APRA funds can improve retirement income outcomes for members in retirement. SMSFs are not going to be part of these new requirements.

To make sure that SMSFs don’t miss out on some of this new thinking, we have developed the GPS Framework for segmenting SMSF retirees based on their goals in retirement. We then explore strategies that address the retirement income needs of clients in each GPS segment. This webinar will be of particular interest for those who are unable to attend this session at the SMSFA Conference.


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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.