Determining an Appropriate Pension Strategy During the Lifetime of a Retiree

While the superannuation reforms have now been in place for over 18 months, but there are many clients who haven’t yet reviewed their pension strategies to account for the changes. This session provides a practical examination of pension strategies that can be implemented for individual circumstances, in both the transition to retirement and the pension phase.

Featuring: Melanie Dunn, Accurium, Hobart

[32.08 minutes] [0.53 CPD hours]