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ECPI: Year-End Considerations

29 Apr 2026 2:00PM – 3:00PM AEST
ECPI, segregation and actuarial certificates

$160.00 +GST

Audience

This training is recommended for all practitioners and advisers working with SMSFs. 

Audience

Learning outcomes

On completion, participants will be able to: 

  • Confirm eligibility for ECPI: Understand the key tests and evidence required to substantiate retirement phase status at year end for different pension types. 
  • Choose and apply the correct calculation approach: Identify when to use the segregated, proportionate or a combination of both methods and avoid common calculation pitfalls. 
  • Document and evidence decisions: Know the records trustees and advisers should hold (minutes, transfer calculations, actuarial certificates where relevant) to support ECPI claims. 
  • Manage legacy pension specifics: Apply the correct treatment for lifetime complying and market linked pensions, including transition, commutation and reversionary issues that affect ECPI. 
Learning outcomes

Relevancy

This webinar will be presented live 29/04/2026.

Relevancy

CPD hours

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

Tax (financial) advice: 1 CPD hour

CPD hours

This one-hour webinar focuses on practical year–end considerations for SMSFs claiming Exempt Current Pension Income (ECPI) for the 2025–26 income year. Designed for SMSF accountants, administrators and advisers, it highlights the compliance, documentation and calculation issues that commonly arise in the final weeks of the year for funds paying retirement phase pensions — including account based pensions and legacy pensions such as lifetime complying pensions and market linked pensions — so you can confidently maximise a fund’s ECPI and reduce compliance and tax risk.

Registration includes:

  • 1 hour live online event with opportunity to ask questions of the presenter 
  • 1 accredited CPD hour from the SMSF Association 
  • Recording and materials available to access for 3 months after the event 
  • Slides 
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Presented by

Matthew Richardson
SMSF Manager
Accurium
Can't attend all sessions live?

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.

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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.