Advanced segregation strategies in an SMSF: elected segregation | Accurium

A number of our recent webinars have focused on the new ATO view of deemed segregation and how this impacts fund administration and advice. This webinar will take your knowledge one step further and look at the use of elected segregation, where the fund trustee documents for an asset or pool of assets to support retirement phase income streams. We will consider the administrative challenges of this strategy, advice considerations, and how to claim ECPI when the fund has elected segregation.