SG Events

Webinar: Asset segregation and ECPI in an SMSF

Date: Thursday, 17th October 2024

Time: 12:30 PM - 1:30 PM AEST

Self-managed super funds are subject to special rules when it comes to being able to segregate assets to support a pension for income tax purposes, however, this doesn’t mean an SMSF that doesn’t satisfy the rules is unable to segregate assets.  Segregation is not just about tax exemption, although that is a big consideration, it’s also about member choice and how investments are used to meet a fund’s objectives.

Webinar: Commencing and ceasing a pension in an SMSF

Date: Wednesday, 13th November 2024

Time: 12:30 PM - 1:30 PM AEST

In June 2024 the ATO finalised their update of their 2013 Taxation Ruling ‘TR 2013/5 Income tax: when a superannuation income stream commences and ceases’. This update primarily refreshed the ruling to accommodate the 2017 superannuation reform measures, however, it also introduced new considerations specifically around when a pension ceases.

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