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Individual Podcasts

SMSFs, Aged Care & Retirement Planning

Self-managed super funds are attractive vehicles for retirement savings as they provide control and flexibility beyond that available in other types of superannuation funds. However, it’s important to review the choices made around contributions and pensions on a regular basis to

Date/Time

About the Podcast

Self-managed super funds are attractive vehicles for retirement savings as they provide control and flexibility beyond that available in other types of superannuation funds. However, it’s important to review the choices made around contributions and pensions on a regular basis to ensure that they’re consistent with the beneficiaries’ retirement strategy. This session considers retirement strategy in SMSFs in light of recent super reforms and explores how the impact of SMSFs on aged care fees and the age pension.

Featuring: Natasha Panagis, AIA, Sydney and Louise Biti, Aged Care Steps, Sydney

[53.25 minutes] [0.88 CPD hours]

Presented By

Louise Biti
Aged Care Steps
Natasha Panagis
AIA

CPD Information

0.00 CPD Hours

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