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Thursday, 22 October 2020 | 11am AEDT

Webcast: How downsizing fits into a Retirement Income strategy

For the past decade, research shows the average growth portfolio, defined as holding between 60-80% growth assets, returned 7.5% a year. Few analysts expect investment returns to match that performance over the next decade. For those retiring, it will mean re-examining how they generate income and preserve capital – with the family home set to play a far bigger role in their planning.

In line with this approach, the recent ATO Administrative Binding Advice that DomaCom’s Senior Equity Release solution meets the Government Downsizer Provisions assumes critical importance, not only for seniors but for advisers to deliver solutions to improve retirement income outcomes for a large cohort of Australians.

This major development for the advice industry has attracted widespread attention and, in recognition of this, DomaCom has organised a live webinar involving key industry players to discuss the opportunities downsizing offers senior Australians and the financial planning community.

Join our panel of experts as they deep dive into:

  • Australia’s retirement income policy
  • A market overview with focus on retirement income
  • The downsizer legislation and rules and what advisers really need to know
  • Seniors Equity Release, a financial product for advisers
  • A case study on the downsizing under the legislation
  • An overview of the legal implications in relation to intergeneration retirement income planning
  • The PI implication of providing retirement income advice
  • The impact on future practice values for advisers who include retirement income for senior Australians

Don’t miss out on this exclusive webcast – register today and watch LIVE to have your questions answered by our panellists. What’s more? By watching live you will earn CPD!

Partnered by:

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Sarah Kendell
Bernie Ripoll
James Hickey
Dan Butler
Kevin Conlon
Julie Dolan
Theresa Lewin
Steve Prendeville
Simon Carrodus
Andrew Inwood


At the allotted time to begin viewing the webcast, please press play on the video above.

This video player has been tested and configured to run on all major browsers and devices, however if you are experiencing issues first make sure you don’t have an ad blocker running (either at browser level or server level). If the video module is still not loading, try switching to Google Chrome or another browser.

If you are experiencing issues with audio, there are a few things to check:

  • Ensure that the video player volume is not set to ‘mute’ nor is your desktop volume set to ‘mute’ or lower volume setting.
  • Ensure that no external audio devices are plugged into the headphone jack.
  • If audio problems persist, try switching to Google Chrome or another browser.

If you are experiencing any issues or have any questions about this webcast, please contact John Kohne at [email protected] or alternatively call (02) 8045 2078.


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