Segregated Assets

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Segregated Assets

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PP Super

Posted 18/01/2010 4:02:10 AM

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Group: Forum Members
Last Login: 2/02/2012 9:53:37 PM
Posts: 111, Visits: 1,917

Hi Kat,

I don't have any pension accounts yet, so my interest is purely from a forward-planning point-of-view. Similarly, I have not studied the SIS legislation on this area in detail.

However, I do note that entities purporting to be Superannuation experts are still advising that these certificates are required where assets are not segregated, eg Partners Services http://www.partnerservices.com.au/ advise:

If the trustees elect not to separate assets they will be required to obtain an
annual actuarial certificate to confirm the proportion of the fund’s earnings that
are tax exempt.

in their SMSF Post June 2009 Guide:http://www.partnerservices.com.au/articles/articlefiles/115-SMSF%20Post%20June%202009%20Guide.pdf

Disclaimer: I have no connection or experience with Partners Services and make no claims about the quality of their advice - this is just one piece of info which I found online. Wink

If you can point us to any authoritive advice which indicates that you DON'T need an actuarial certificate - even if you have not segregated your assets - that would be good to see.

Regards,

Neil H.

Post #4484

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