Maximise super contributions & investment portfolio pre-retirement

At a time when other commitments are reducing for many, pre-retirees can look to utilise their SMSF to maximise the contributions they make into superannuation.

At this time pre-retirees can take steps to ensure that their SMSF investment portfolio is appropriately structured to support their retirement needs.

Options include:

  • Reviewing the mix of growth and defensive assets to minimise the risk of incurring capital losses;
  • Seeking investments that provide an element of capital protection;

  • Investing in assets that will be able to pay an income in the future;
  • Utilising franking credits to minimise any tax paid by the SMSF.
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Find out more about how My Own Super Fund can assist you in setting up and running your own SMSF.
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SMSF Lifestages

Accumulate

During Retirement