Many investors feel that they don’t understand annuities and find them confusing, but they can be a powerful part of a diversified portfolio. Annuities can be designed in numerous ways to achieve numerous outcomes. We have written this eBook to help clients obtain a better appreciation of when and how to use annuities.

A peek at what’s inside...

How do annuities work?

What is Sequence Risk?

Can an SMSF buy an annuity?

By the end of the book, this is what you will know:

  • The different design options for an annuity
  • Are they an insurance product?
  • Who regulates annuities?
  • Can they protect against inflation?
  • What is the risk?
  • Understanding Sequence Risk
  • What is Negative Compounding?
  • Super, Non-Super and SMSFs

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