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.
(Click on the cover page image for the full document).
Sponsor White Papers (click here to see all previous 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.”
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