Similar. Wife in pension phase now. Me, Jan 2024.
Same. SMSF members 1 & 2. I have some rejigging to boost better half’s and reduce my portion. It will mean a sale of assets from my portfolio at some stage. I have setup multiple trading and bank accounts now to segregate members assets and also distinguish pension phase from accumulation assets.
Congrats, great timing for us all.
Ann: December 2022 Quarterly Activities Report, page-364
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