• Webinar

Retirement investment strategies – key issues to consider

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Virtual Event Virtual Event
  • This event has passed.

August 8 @ 12:30 pm - 1:30 pm AEST

Virtual Event Virtual Event
$132.00

For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly for SMSF trustees as they have new responsibilities and considerations when a member retires, such as setting up an investment strategy for retirement, transfer balance account reporting, pension planning and maximising exempt current pension income. However, a fund’s retirement investment strategy objectives will often have different and competing objectives compared to an investment strategy for a fund solely in accumulation phase. As such, there are key considerations for professionals assisting clients as they enter retirement, including how to balance cashflow objectives whilst managing risks, and so on.

This session will focus on:

  • Revisiting the investment strategy requirements for retirement and how that impacts an SMSF’s overall investment strategy
  • The key retirement risks and how to manage them
  • The latest ATO SMSF investment statistics

Who Should Attend?

This webinar is suitable for:

  • Financial advisers, accountants and SMSF auditors advising in super/SMSF matters, and
  • Other practitioners who would like to gain some knowledge or improve their knowledge in this area.

 

 

$99+GST (members) | $132+GST (non- members)

TPB CPD Hours:1 hour |  Legislated CPD Hours: To be confirmed

 


 

Presented by:
Natasha Panagis

Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.

Details

8 August 2024
12:30 pm - 1:30 pm AEST

$132.00

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