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Claiming ECPI in 2024-25: Be ready and get it right

Recorded live 4 Jun 2025
ECPI, segregation and actuarial certificates

$160.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs. 

Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the methods for claiming exempt current pension income (ECPI) 
  • Explain how to calculate ECPI for an SMSF 
  • Identify when an SMSF has disregarded small fund assets and ECPI choice 
  • Evaluate the factors impacting on the calculation of ECPI and the main considerations with the financial year ending 
Learning outcomes

Relevancy

This event was presented live 04/06/2025

Relevancy

CPD hours

If claiming CPD hours, this course provides 1 Legislated CPD hour, the breakdown is as follows:

  • Regulatory compliance and consumer protection: 0.5 hours

  • Tax (financial) advice: 0.5 hours

CPD hours

Exempt Current Pension Income (ECPI) is a crucial component for SMSFs in the retirement phase. Generally being the greatest deduction available to SMSFs, correctly calculating and claiming ECPI is essential and a major compliance focus.  

Join us as we delve into the procedures for accurately calculating and claiming ECPI, including an analysis of disregarded small fund assets and ECPI choice.  

We will also investigate the common factors which will impact the calculation of ECPI and how the approaching end to the financial year may change which factors that we need to focus on. 

The session will include examples and case studies. 

Registration to this event includes:

  • 1 hour on-demand event
  • 1 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to recording and materials after the purchasing event 

Presented by

Matthew Richardson
SMSF Manager
Accurium
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Terms and Conditions
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