ECPI and fund deductions: how a claim for ECPI affects other SMSF deductions

Date/time: Tuesday 29 October 2024 02:00PM-03:00PM AEST

$120.00 +GST

Whilst we’ve previously presented on how an SMSF can calculate and claim ECPI (In the trenches with the actuaries: ECPI war stories), how does ECPI affect an SMSF’s other deductions? Do the deductions require apportioning? Does the method used to claim ECPI, segregated or proportionate or both, affect the amount of the deduction? In this session we will conduct a review of the tax rules for an SMSF claiming income tax deductions where the fund also has ECPI. We will also consider an SMSF with ECPI and brought forward losses and how ECPI may affect those losses. The session will include examples and case studies. 

Registration to this event includes: 

  • 1 hour live online event with opportunity to ask questions of the presenter 
  • Slides and recording available to access for 90 days  
  • SMSF Association accredited CPD certificate for 1 hour 

Presented by

Matthew Richardson
SMSF Manager
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