The younger generation's retirement roadmap
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Class general manager, growth Jo Hurley was inspired to start her own SMSF after attending the very first SMSF Association National Conference. Twenty years later, Hurley discusses the advantages of involving and supporting younger clients with SMSFs, in an interview with journalist Chloe Walker from the sidelines of the 2024 conference. 
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The largest cohort in Australia’s history are entering, or about the enter, retirement with the ABS estimating 710,000 Australians will retire in the next five years.  As the superannuation system prepares for this major change, many retirees are considering annuities as a way to ensure an income...
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