$160.00 +GST
This webinar helps SMSF accountants and administrators identify and correct common errors when calculating and claiming exempt current pension income (ECPI) on annual financial statements and tax returns. We’ll review the two ECPI methods (segregated and proportionate), explain when each method applies, and show how incorrect method selection, poor apportionment of fund deductions, and misunderstandings about the disregarded small fund assets rule lead to downstream tax and compliance risk. Practical case studies will demonstrate typical preparer mistakes and how to avoid them.
The session also covers the ECPI choice rule, when trustees must or may make an ECPI election, and the documentation and record‑keeping required to support an ECPI position for audit and ATO scrutiny. We’ll walk through worked examples using our actuarial certificate portal to show how a correct actuarial determination reduces error, supports defensible tax positions and can improve member outcomes.
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It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.
