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.