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  1. Richard Feynman

    SMSF, $200k, 2 trustees (1 x 2022 retirement). Ideas?

    westminster, Ann would need $35k annually (pre-tax). Assume Bob never needs to rely on income from the fund. Ann will reach pension age 5-7 years after planned retirement age. Probably won't quality for disability pension.
  2. Richard Feynman

    SMSF, $200k, 2 trustees (1 x 2022 retirement). Ideas?

    Thanks bbe. If going down the no property/high yield shares path, I'd look towards index funds to make up a decent component (25%-33%+) of total share investment for some stability too. Thoughts? And cheers Terry. I didn't know how this aspect worked at all, time for some reading. I'm...
  3. Richard Feynman

    SMSF, $200k, 2 trustees (1 x 2022 retirement). Ideas?

    SS is my first point of call, but not my only. The below scenarios are a fusion of reality, supposition, fiction and assumption. I'm just after some food for thought. - Ann may need to retire from full time work (health reasons) as early as 2022. At latest, 2024. - Ann has passive income...
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