Skip to main content

Preparing for your retirement | SMSF Expert, Olivia Long

Olivia Long
September 6, 2022

Moving into the pension phase is exciting, as it’ll move a member balance into the tax free environment. Bell Direct’s SMSF expert Olivia Long discusses how to prepare for your retirement.

In this video Olivia covers:

  • (0:19): A key benefit of an SMSF
  • (0:57): Withdrawing a minimum amount annually
  • (1:26): Reviewing the underlying investments   

Morning Bell 12 December

Grady Wulff
December 12, 2023

Morning Bell 11 December

Grady Wulff
December 11, 2023

Weekly Wrap 8 December

Sophia Mavridis
December 8, 2023

Morning Bell 8 December

Sam Kanaan
December 8, 2023

Morning Bell 7 December

Sophia Mavridis
December 7, 2023

Morning Bell 6 December

Sam Kanaan
December 6, 2023

Morning Bell 5 November

Grady Wulff
December 5, 2023

Morning Bell 4 December

Sam Kanaan
December 4, 2023

Weekly Wrap 1 December

Grady Wulff
December 1, 2023

Morning Bell 1 December

Sam Kannan
December 1, 2023

Morning Bell 30 November

Sophia Mavridis
November 30, 2023

Morning Bell 29 November

Grady Wulff
November 29, 2023