What’s changed about Transition to retirement? | Accurium

With over a quarter of all SMSF members aged from 55 - 64 the ability to access super is a front of mind strategy, but how can you access super and are there any traps?  In this webinar Tim Miller, Miller Super Solutions, will explore the complexities that 1 July 2017 brought to transition to retirement income streams and will identify why these pensions remain a valuable strategy despite the loss of some key features.

Via worked examples this presentation will highlight the key differences between a transition to retirement in accumulation phase and a transition to retirement in retirement phase and the impact of each on member drawdowns, TBAR, Actuarial requirements and estate planning.


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