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.


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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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