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Home Podcasts

Retirement income covenant – how it can help SMSF trustees navigate retirement

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-prepared many SMSFs are in regard to retirement products, but there is still more to be done.

by Jessa Sargento
October 9, 2024
in Podcasts
Reading Time: 1 min read
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In this podcast the speakers discuss:

  • How advisers can assist clients with their retirement income calculations
  • Understanding retirement products
  • Tax implications for SMSFs in retirement streams
  • Incapacity and death and trustee structure in an SMSF

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Comments 1

  1. bpusep@ozemail.com.au says:
    1 year ago

    Death Benefits/Trust Deed.
    Get your ducks lined up – lieu of deck chairs? (on the Titanic!)

    Reply

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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