Self-managed Super Funds Update
Tue, Oct. 17, 2017 5:45pm — 7:30pm
Location: Hood Sweeney, 11-16 South Terrace, Adelaide
Superannuation is one of the most tax effective structures to save for retirement. Self-managed Superannuation Funds are one of the most flexible retirement structures available and remains unmatched when it comes to control.
Self-managed Super Fund Structure
In this update, we will touch on the benefits of this structure and how they can provide a reliable and sustainable income in retirement. Other interesting topics to be discussed include how to determine your capital requirements for retirement and how to meet your retirement income needs, how to navigate through the maze of Superannuation legislation, Share markets and other Government rules.
New superannuation legislation
New legislation came into effect on 1 July 2017. These are the most significant changes to superannuation since 2007; they are far reaching and heavily effect both pensions and contributions. We will explain in detail how these changes will impact trustees of Self-Managed Superannuation Funds.
We are currently in a highly uncertain, low return investment environment. At these times markets normally respond to elevated uncertainty with lower asset prices and compensatory higher returns. But not today.
It is imperative that trustees of Self-Managed Superannuation Funds actively manage their capital within the asset classes they hold, to boost their income in the current low-growth environment. We will discuss how we assist our clients to navigate through this complex world of investing.
If you have any questions in relation to this event, please contact Olwin Cole on 1300 764 200.
Hood Sweeney Securities
AFSL No. 220897
ABN 40 081 455 165
This information is of a general nature only and does not take your specific needs or circumstances into consideration. Before acting on this information you should consider the appropriateness of the information with regards to your objectives, financial situation and needs.