Super reforms: TRIS, ECPI and segregation | Accurium

Accurium’s actuarial certificate form has been updated to help you comply with new ECPI requirements from 1 July 2018.

This webinar is a follow up to our previous two on this topic on 19 June and 5 July and will cover largely the same material with a focus of illustrating case studies of completing the online form and claiming ECPI for different fund scenarios.

We will explain the changes to administration of SMSFs in retirement phase and highlight what you need to be aware of when applying for actuarial certificates going forward. We will take you through the upgrades to our actuarial certificate form and illustrate how to correctly claim ECPI.


Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.