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SMSF

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   
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