Should you segregate assets in your SMSF pension or not?

Key Points Funds moving to pension mode must choose between segregating assets or not Segregation ‘promoted’ as a method to reduce tax, but costs often outweigh benefits Unsegregated is likely to be the better approach for many but note exceptions The time has come to switch your SMSF to ‘pension mode’ by taking a transition to retirement (TTR) or account-based pension (ABP). If your fund has more than one member, one of the first questions you’ll face is whether you should segregate the assets in the fund. What is segregation? When the first member starts taking a pension the...

The time has come to switch your SMSF to ‘pension mode’ by taking a transition to retirement (TTR) or account-based pension (ABP). If your fund has more than one member, one of the first questions you’ll face is whether you should segregate the assets in the fund.

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