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Are trustees prepared for retirement?

Accurium and SMSF Association release SMSF Retirement Insights, Volume 5


The latest SMSF Retirement Insights paper, ‘Are trustees prepared for retirement?’, shows how lower investment returns and proposed superannuation changes affect SMSF trustees heading into retirement.

Based on Accurium’s extensive database, it provides figures based on returns from the 2015 financial year and considers how well prepared SMSF trustees are for retirement.

The research also includes the impact of key superannuation measures proposed in the 2016-17 Federal Budget on SMSF trustees.

A copy of the executive summary can be read by clicking on the image at left and the full White Paper can be obtained from www.accurium.com.au.

 

  •   24 August 2016
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