Executive Manager, SMSF Technical & Private Wealth, SuperConcepts
Despite the new super rules coming into effect from 1 July 2017, a TRIS still provides many advantages. Here’s what you need to know.
The rules around the transition to retirement income stream could change next year. Don’t leave it to the last minute to understand the changes.Read this now.
To avoid any compliance pitfalls, trustees need to understand the two arms of the sole purpose test.
Ensuring a good balance between risk and return goes beyond the investments in a fund.
What you are after in retirement is a durable income stream, which will last you till the day you die.
It might sound like gobbledygook but in some circumstances, if you have sufficient reserves in your fund, your spouse might end up being better off if you fall off your perch.