Sponsor White Paper: Using a bucket strategy

Accurium-bucket-strategy-coverUsing a bucket strategy to maximise super balances in the face of market volatility

Recent months have been an important reminder that stock markets can be unpredictable. Market swings present a significant risk for SMSF retirees in pension phase who are required to draw a minimum pension each year.

This paper explains the use of a ‘bucket strategy’ whereby SMSF balances are segregated and invested differently according to the members’ individual needs. A typical example would be: an account for current spending, funds invested to generate income, and funds invested for long-term growth. It’s a strategy built for withstanding market volatility.

(Click on the cover page image for the full document).

Sponsor White Papers (click here to see all previous Sponsor White Papers)

Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”

Cuffelinks includes this section to allow our sponsors to share their longer research or opinion pieces with our audience without editing or comment by us. They are provided for general education purposes and do not address the specific needs or circumstances of any investor.

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