- Presentations, Technical Resource
- Income streams
Technical Summit 2024
By watching this technical session you will:
- Understand the requirements for creating and maintaining a compliant SMSF investment strategy.
- Explain the extra considerations for an SMSF investment strategy where members are in retirement.
- Understand how to maximise Exempt Current Pension Income (ECPI) when restructuring SMSF investments (realising capital gains/losses) for retirement.
- Assess and analyse an SMSF investment strategy taking into consideration a member’s cashflow objectives and managing risks such as sequencing risk.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association