/ 'ECPI; segregation and actuarial certificates'

7 Dec 2022
The Accurium actuarial certificate application provides the ability to toggle between the election to apply ECPI choice or not before you submit and finalise the actuarial certificate application. This allows our clients to complete a comparative analysis of ECPI outcomes for a fund of applying ECPI choice or not. 
30 Nov 2022
In a recent update to the ATO’s website (QC 70859), the ATO reminds fund trustees that there are important steps to follow when they are amending a transfer balance account reporting (TBAR) or responding to the ATO Commissioner’s commutation authority (CCA). 
26 Aug 2022
To assist practitioners with understanding the new rules and the practical implementation of the ECPI choice for SMSF clients Accurium recently collaborated on three webinars with leading SMSF administration platforms: BGL, Class and SuperMate.
10 Feb 2022
On 10 February 2022, Treasury Laws Amendment (Enhancing Superannuation Outcomes For Australians and Helping Australian Businesses Invest) Bill 2021 passed both houses and will become law once the Governor General gives it Royal Assent. The Bill contained six measures, five of which were super related.
31 Jan 2022
One of the measures to come out of this year’s Federal Budget and is included in a Bill recently introduced into the lower house, is the proposal to remove the $450 monthly threshold for employer superannuation guarantee (SG) liability.
5 Jan 2022
Follow your path to find out if your fund needs an actuarial certificate for income years on or after 2017-18.
3 Jan 2022
During end of year planning for self-managed superannuation funds (SMSF) one way to provide distinct value for your SMSF clients is to ensure that they do not become liable to pay any unnecessary tax.
6 Dec 2021
With a Federal election to be called next year, time is of the essence for superannuation related measures, draft legislation and Bills to be passed into law.
1 Nov 2021
In addition to the ECPI choice of calculation measure and introducing the ‘work test’ for personal deductible superannuation contributions, Treasury Laws Amendment (Enhancing Superannuation Outcomes for Australians and Helping Australian Businesses Invest) Bill 2021, introduced to the lower house on October 27, 2021, included a number of other superannuation related matters.
12 Aug 2021
Treasury Laws Amendment (2021 Measures No.6) Bill 2021 was introduced into the lower house on 11 August 2021. Schedule 3 to the Bill amends the 1997 Tax Act to remove the requirement for SMSFs and Small APRA Funds to obtain an actuarial certificate when calculating exempt current pension income (ECPI), where all members of the fund are fully in retirement phase for all of the income year.

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