Longevity and super withdrawal rates – Part 2

Key Points Typically a problem for those with substantial assets outside super Where possible, super assets should be maximised Those affected can consider ‘switching’ between pension and accumulation  In longevity risk. If you haven’t read it, we suggest you do so before reading on. The good news is that the minimum withdrawal rates won’t have much (if any) impact on most investors. Unless you’ve got a significant sum outside super, the earnings on any surplus withdrawals are likely to remain free of tax for some time to come. But there are circumstances where they will have a substantial impact....

In longevity risk. If you haven’t read it, we suggest you do so before reading on.

{{content.question}}

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'SMS Code Sent…' }}

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa
Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles