TechHub

SMSF retirement insights Volume 9: The retirement phase tax exemption


ECPI is one of SMSFs most important tax concessions and has seen a number of significant changes in recent years. Accurium’s SMSF Retirement Insights report analyses the two latest proposed Government changes to how SMSFs claim ECPI. Billed as red tape reducing measures, will they live up to their name and reduce complexity for practitioners and SMSF trustees?


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2 Aug 2022

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.

15 Jun 2022

Your 2021-22 year end SMSF checklist

With the end of this 2021-22 financial year on our doorstep, SMSF trustees and members should take stock of what needs to be done before we move into the 2022-23 income year. Here’s a 10 step checklist to assist with identifying what will need your attention before 30 June 2022.

21 Jul 2022

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…