ECPI: how to get it right and what can go wrong (BGL)

Recorded live 13 Nov 2024

$0.00 +GST

Exempt Current Pension Income (ECPI) is a crucial component for SMSFs in the retirement phase. This webinar will delve into the procedures for accurately calculating and claiming ECPI, including an analysis of disregarded small fund assets and the ECPI choice. We will investigate common issues that disqualify a fund from claiming ECPI, particularly failures to adhere to minimum pension standards. Through case studies, we will illustrate the consequences of failing the minimum pension standards and outline the steps to regain exemption eligibility, especially considering the latest ATO rulings. 

Presented by

Matthew Richardson
SMSF Manager
Accurium
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