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