Switzer Asset Management’s Paul Rickard speaks at the SMSF2017 Summit & Investment Expo, Sydney


by Carolyn Herbert

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Well, it’s going to be a bit harder for SMSF trustees, simply because the changes are making superannuation a little less attractive. So for those that have got $1.6 million or more in superannuation in the pension phase, they’re going to have to start thinking about investing outside of super. In some cases people might argue that’s a good thing.

If you are still in the growth phase, then I guess the point is how you get to that. And the other strategy people are going to look at (is again this is looked at on a per person basis), is If you are a couple, look at strategies to potentially even out the balance between different members of the couple.

That’s a really important action that a lot of members will take away and work hard on over the next few years. 

Carolyn Herbert

Finance News Network
Carolyn joined FNN in August 2015 as the Head of News and also presents the Market at Midday and the Market Wrap. With more than five years of broadcast journalism experience, Carolyn has worked as a finance anchor on the Sky News Business channel and as an anchor and reporter for ABC News. She is also a qualified corporate lawyer specialising in IPOs, takeovers and mergers and acquisitions.