ECPI and actuarial certificates through Class Super | Accurium

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An SMSF that pays a retirement phases pension is entitled to claim ECPI. In 2017-18 SMSFs claimed a total of $14 billion in ECPI – a notional tax saving of $2.1 billion, making ECPI a growing focus area for the ATO and consequently an important deduction to get right. 

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 annual return:

  • Determining whether an SMSF has disregarded small fund assets
  • The effect of ECPI on claiming other fund deductions
  • Obtaining an actuarial certificate. 

In addition to our technical discussion, Class’ Technical Compliance Manager, Kevin Zhang, will demonstrate how Class Super’s cloud-based SMSF administration technology assists accountants and administrators to ensure that the rules for claiming ECPI will be correctly applied in two case studies:   

  • Disregarded small fund assets
  • TRIS conversion that leads the fund to become “deemed segregated”

Live Q&A 

The session will finish up with a live Q&A where we will give attendees the opportunity to submit questions for Melanie and Kevin, via Sli.do, prior (and during) the webinar and will answer the most-voted-for questions as well as a selection of live questions that come through during the session.

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SMSF Association Accredited Educator Logo 2020  

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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