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   

Morning Bell 15 April

Grady Wulff
April 15, 2024

7 Minutes with 7 Executives

Bell Direct
April 12, 2024

Weekly Wrap 12 April

Grady Wulff
April 12, 2024

Morning Bell 12 April

Sam Kanaan
April 12, 2024

Morning Bell 11 April

Grady Wulff
April 11, 2024

Morning Bell 10 April

Grady Wulff
April 10, 2024

Morning Bell 9 April

Sam Kanaan
April 9, 2024

Morning Bell 8 April

Grady Wulff
April 8, 2024

Morning Bell 5 April

Sam Kanaan
April 5, 2024

Morning Bell 4 April

Sophia Mavridis
April 4, 2024

Morning Bell 3 April

Grady Wulff
April 3, 2024