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In the trenches with the Actuaries: ECPI war stories

ECPI, segregation and actuarial certificates

$120.00 +GST

892 in stock

Audience

This event is recommended for all practitioners working with SMSFs. 

Audience

Learning outcomes

Upon completion of this event, you will be able to: 

  1. Understand the methods for claiming ECPI 
  2. Explain how to calculate ECPI for an SMSF 
  3. Identify when an SMSF has disregarded small fund assets  
  4. Evaluate the best method to use for ECPI where an SMSF has ECPI choice 
Learning outcomes

Relevancy

This event was presented live 04/04/2024. 

Relevancy

CPD hours

This training provides 1 hours accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Regulatory compliance and consumer protection: 0.5 CPD hours 
  • Tax (financial) advice: 0.5 CPD hours 
CPD hours

Join us for our upcoming webinar led by Matthew Richardson, our SMSF Manager, who specialises in evaluating ECPI applications and addressing related queries. In this session, Matthew will navigate through the complexities of ECPI rules for SMSFs, sharing some of the ECPI war stories and real-world scenarios submitted to Accurium.

By attending this event, you’ll gain a comprehensive understanding of ECPI methodologies and learn how to recognise critical factors such as disregarded small fund assets. Matthew will also guide you in evaluating the most suitable ECPI method for your SMSF, particularly when faced with multiple options. Don’t miss this opportunity to elevate your knowledge of ECPI and refine your SMSF management strategies.

Matthew-Richardson-Editorial-Headshot

Presented by

Matthew Richardson
SMSF Manager
Accurium
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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 Accurium – General Terms and Conditions can be accessed here.
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