Superannuation – Approaching retirement

Superannuation – Approaching retirement

$55.00Price

Format: live online webinar

7PM - OCTOBER 7

 

This is a webinar 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

 

This will run for a minimum of  2 hours and provides plenty of time for your live questions throughout.

Malcolm Tew, The Money Study, Financial Coach, CSS and PSS Specialist