How different types of SMSF must claim ECPI | Accurium

From 1 July 2017, the exempt current pension income (ECPI) rules became more complicated than ever, but ensuring ECPI is claimed correctly can avoid issues with the annual return. ECPI impacts how a fund claims expenses and how capital gains and losses are taxed, so it is important to get right.

This webinar considers the different types of fund that you can have when claiming ECPI and examine the complexities which continue to raise confusion when completing the annual return.

We will also touch on the proposed changes to the ECPI rules outlined in the 2019 Budget.



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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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