Segregation strategies in an SMSF | Accurium

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This webinar will build on the 'How different types of SMSF must claim ECPI' webinar which looked at how different types of fund must claim ECPI to look at how funds can utilise segregation strategies. We will outline how the disregarded small fund asset rules impact a fund’s ability to employ segregation strategies for tax purposes and discuss how segregation can still be implemented for investment purposes.

We will 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, and consider the administrative challenges of this strategy including advice considerations, and how to claim ECPI when the fund has elected segregation.

We will also touch on the implications of the proposed change to the ECPI rules outlined in the 2019 Budget.

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Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.