SMSF cashflow strategy
SMSF trustees can benefit from using a strategy that secures cashflow in order to maximise the SMSF balance and reduce risk.
SMSF cashflow strategy: Securing cashflow to generate long term growth
In this webinar we explore a strategy that reduces a key risk faced by SMSF trustees - sequencing risk. The strategy considers the trade-off between investing for long term growth and meeting short term cash flow requirements. Key insights include how to:
• Secure cashflow in the SMSF
• Free up capital to be invested in long term growth opportunities
• Maximise upside potential in the SMSF balance while controlling downside risk
• Implement the strategy using case studies specific to SMSFs
SMSF cashflow strategy product guide
A Guaranteed Annuity creates a regular cash flow for your clients’ desired investment term, regardless of how investment markets perform. Used as part of the SMSF cashflow strategy this fixed term annuity is a capital efficient solution to secure cashflow in the SMSF freeing up capital to invest in growth opportunities.
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SMSF cashflow strategy
This strategy shows how securing cashflow can free up capital to be invested in long term growth opportunities and provide protection against sequencing risk to maximise the SMSF balance.
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Webinar slides
Slide pack used in the live webinar hosted by Melanie and Andrew.
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