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SMSF retirement income strategies: Managing risk, income and longevity

All information on SuperGuide is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate for you before acting on it.

If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Learn more

Turning your super into a reliable income stream is one of the most complex decisions SMSF trustees face. Unlike APRA-regulated funds, SMSFs don’t have a mandated retirement income strategy – which means trustees need to think carefully about how long their money needs to last, how much they can afford to spend, and whether their investments are positioned for the long haul.

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IMPORTANT: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Comments provided by readers that may include information relating to tax, superannuation or other rules cannot be relied upon as advice. SuperGuide does not verify the information provided within comments from readers. Learn more

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