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Go back to work - pension to accumulation

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Uploaded by on Nov 19, 2009

Question: Three years ago some clients of mine decided to live the high life. They retired, took a pension from their Self Managed Superannuation Fund (SMSF) and travelled around Europe. But theyve come back to me with their tails between their legs. They are worried that they have burnt through a lot of their cash. With the share market losing so much money as well, they think it is time to do the unthinkable. They want to begin working again. They want to switch from the pension phase back to accumulation phase in their SMSF. Ive never had clients ask me to do this. Do you have kit for me?

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