This is a seminar for those closing in on retirement or perhaps who are already there. It looks at strategies to assist a smooth transition and options to create an appropriate income for your retirement. This is NOT a defined benefits specific seminar but a general retirement seminar for accumulation funds like PSSap, Australian Super, Hostplus and State Plus

It will cover topics like:

• Having a retirement plan

• How much have you got and how much will you need?

• Income streams – Annuities and Account Based Pensions

• How long will your money last?

• Transfer Balance Caps

• Pensions or lump sums?

• When could/should I retire?

• Centrelink Payments and Eligibility

• Investment options in retirement

• Transition to Retirement strategy

• Reverse Mortgages

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Next course TBA

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Cost: $90