SMSF cashflow planning for retirees | Accurium

This webinar looks at the challenges of setting retirement strategies for SMSF retirees.

An SMSF is required to have an investment strategy that takes into consideration the likely return on fund investments regarding it's objectives and cash flow requirements. We will look at techniques for modelling and comparing retirement strategies in light of these requirements, and the key retirement risks of longevity, market and inflation risk. 

We will highlight the longevity risk faced by SMSF retirees and ways to quantify and discuss this risk with your clients.

We will discuss how these techniques better enable retirees and their advisers to understand and explore trade-offs across strategies, and identify how likely a retiree is to achieve their retirement objectives and cash flow requirements.


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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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