12 month rule, page-9

  1. nugget64
    45 Posts.
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    06/12/08
    21:03
    Post #: 4579518
    Hi Simco

    can I add that if necessary, your fund must segregate accumulation and pension phase assets - say for different members, or for one member who is utilising a transition to retirement strategy.

    But either way, the transition accumulation > pension does not trigger CGT for the assets in question.

    cheers

    Nugget
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