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   

Weekly Wrap 17 January

Bell Direct
January 17, 2025

Morning Bell 16 January

Bell Direct
January 16, 2025

Morning Bell 15 January

Bell Direct
January 15, 2025

Morning Bell 14 January

Bell Direct
January 14, 2025

Morning Bell 13 January

Bell Direct
January 13, 2025

Weekly Wrap 10 January

Bell Direct
January 10, 2025

Morning Bell 9 January

Bell Direct
January 9, 2025

Morning Bell 8 January

Bell Direct
January 8, 2025

Morning Bell 7 January

Bell Direct
January 7, 2025

Morning Bell 6 January

Bell Direct
January 6, 2025

Weekly Wrap 20 December

Bell Direct
December 20, 2024

Morning Bell 19 December

Bell Direct
December 19, 2024