Retirement Risk Zone

Event Date: 
13 March 2014
Hyatt Regency Perth
99 Adelaide Terrace

How should you manage superannuation in retirement? If nothing in retirement investing is risk-free, then what is a safe withdrawal rate?

As more baby boomers begin to retire, there is an increased emphasis on managing retirement savings in the distribution phase of the superannuation journey. Finsia’s latest research, which is being released at this industry forum, considers the lessons from financial market history (over 112 years) to answer one of the cornerstone questions in the retirement income debate; namely, what's a safe withdrawal rate for retirement? The findings challenge the "Golden" or "4 per cent Rule" popular around the world and provides new insights into the debate for the Australian setting.

Attend this industry breakfast forum to discover the latest thinking on how to convert a lifetime of savings into lasting retirement income. Dr Adam Walk SF Fin will present the new research titled:

How safe are safe withdrawal rates in retirement? An Australian perspective.
The following industry experts will respond to the findings before leading an open forum discussion:

Michael Matthews SF Fin, Executive Director, Capital Partners Janice Jones, Director, PwC
Howard Rosario, CEO, GESB

This research launch is essential for all finance industry practitioners and will also inform SMSF trustees about managing their superannuation in retirement.

08 6188 7661
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