Are trustees prepared for retirement?

SMSF-Insights-Vol5-coverAccurium 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.

(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.”

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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