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Oct 2024
36m 7s

Retirement income covenant – how it can ...

MOMENTUM MEDIA
About this episode

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-prepared many SMSFs are in regard to retirement products, but there is still more to be done.

In this podcast the speakers discuss:

  • How advisers can assist clients with their retirement income calculations
  • Understanding retirement products
  • Tax implications for SMSFs in retirement streams
  • Incapacity and death and trustee structure in an SMSF
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