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ECPI getting it right


Superannuation is a highly tax-effective vehicle for the accumulation of retirement wealth. This paper will explore the exempt current pension income tax (ECPI) concession available to self-managed superannuation funds (SMSFs). It will include case studies for fund losses and segregation, and some tips for maximising your ECPI.


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The new ECPI choice rules – what they mean and how to apply them

In this joint webinar with SuperConcepts we will review the ECPI choice rules and the implications of each choice. We will also show how to perform a comparative analysis of the choices using both our Accurium actuarial portal and SuperConcept’s SMSF administration platform, SuperMate.

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ECPI and actuarial certificates through BGL

In this session Accurium’s SMSF Technical Services Manager, Melanie Dunn will equip you with the knowledge required to know how and when a fund can claim ECPI in the SMSF annual return, including an explanation of the new ECPI choice legislation and what this means for claiming ECPI when a fund has periods solely in…

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Options for a shortfall in the minimum pension for an ABP

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