There is a growing focus on retirement income streams within SMSFs, in particular with the tax advantages available at both the fund and member level. The Simpler Super reforms have opened up a range of strategies to for advisers and their SMSF members to consider, along with fluctuating market conditions.
Join me for this one-hour webinar, where I will look at some key strategies within pension phase, including some longer term estate planning considerations. These include:
opportunities with preservation components
why you should be running multiple pensions
pension strategies in a volatile investment market
Following this webinar, I will be running a further 30 minute session going through how to build a pensions using SMSF Wordfusion, the new document assembly offering that allows you to create both Account Based Pensions and Transition to Retirement Income Streams. Visit the SMSF Wordfusion for further details.
All attendees who register for this session will receive a free voucher to trial SMSF Wordfusion, (valued at $198) to build a pension document online.