Superannuation – Approaching retirement - 25/03/26

Format: live online webinar
Host: Mal Tew
7PM - March 25
 
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.