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ECPI: Rollovers, windups and death

Recorded live 9 Oct 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: 

  • Explain the methods for claiming exempt current pension income (ECPI) 
  • Understand the impact on the fund tax exemption on a member exit or fund wind up 
  • Explain the pension requirements on death and what happens to ECPI 
  • Calculate the ECPI for an SMSF 
Learning outcomes

Relevancy

This webinar was presented live 9/10/2025.

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 CPD hours
  • Tax (financial) advice: 0.5 CPD hours
CPD hours

Don’t let costly ECPI mistakes slip through the cracks

Fund rollovers, wind ups, and member deaths can drastically impact an SMSF’s tax exempion and it is vital that exempt current pension income (ECPI) is calculated correctly. 

A fund’s claim for ECPI will be impacted by several different factors. One major influence can be a change to the structure of the fund during the year. 

Join SMSF expert Matthew Richardson as he breaks down the rules and requirements for claiming ECPI and explores how key events like member rollovers, exits, wind ups, and death can shift the fund’s tax position. These events can trigger complex ECPI outcomes, don’t miss this critical update that could save your clients from compliance risks and lost tax exemptions. 

Make sure you’re not caught out by complex ECPI scenarios that could lead to compliance headaches or missed tax opportunities. 

Registration includes:

  • 1 hour on-demand event
  • 1 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to [Q&A embedded] webinar recording / Recording and materials available to access for 3 months after purchasing the event 
  • Reference guides, slides and case studies 
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Presented by

Matthew Richardson
SMSF Manager
Accurium
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Terms and Conditions
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