What asset segregation means to an SMSF

Whether it’s for pension purposes, different risk profiles, quarantining foreign funds or simply as a result of not knowing any different, SMSFs have long had a history of segregating assets both by choice and by fund design. SMSFs have also had a long history of not fully comprehending segregation and/or not getting segregation right. Whether it be for actuarial or lifestyle purposes, understanding when you can and can’t segregate and whether you should or shouldn’t can lead to a whole range of questions about tax savings versus tax avoidance and fee savings versus increased fees, amongst other things.

This webinar will consider when an SMSF can and most definitely cannot segregate for tax purposes, providing an oversight of disregarded small fund assets and the timing of when segregation can commence. It will also venture in to segregating assets based on member specific investment strategies, pension v accumulation interests and for estate planning purposes.

Learning Outcomes:

At the end of this webinar, participants will understand:

When a fund has disregarded small fund assets
How segregation can be defined as a tax strategy or an investment strategy or both
The risks and rewards of segregating assets

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Date: 23 March 2021

Time: 12:30pm – 1:30pm AEST

Cost: FREE

Register Now

Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.

Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.