Strategies to maximise ECPI | Accurium

This webinar highlights how important it is to plan ahead for ECPI and segregation as part of both the advice and accounting processes for an SMSF.  We highlight issues that can occur where advice does not take account of ECPI, and the opportunities that exist from improving client outcomes.  Using real life case studies we examine how a strategic wrong turn can mean additional compliance cost and poor tax outcomes for the client and what you can do to avoid those issues.  In particular, we consider strategies in the context of some key events:

  • Selling assets and realising capital gains or losses at retirement
  • Taking a large payment from the SMSF
  • TRIS conversion to retirement phase
  • Receiving an inheritance, contribution and pension strategies
  • Managing liquidity for funds with large assets when in pension phase

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.