TechHub

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 retirement phase.

In addition to our technical discussion, BGL’s Head of Simple Fund 360, Jeevan Tokhi, will demonstrate how BGL’s cloud-based SMSF administration solution assists accountants and administrators to ensure that the rules for claiming ECPI will be correctly applied.

The session will finish up with a live Q&A where we will give attendees the opportunity to submit questions for Melanie and Jeevan, 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.

In registering for this webinar, conducted jointly with Accurium (Accurium) and BGL Corp (BGL) we will handle your personal information as described in our privacy policy. By proceeding with your registration, you agree that we may provide your registration information to Accurium or BGL. Accurium and BGL may use this information for marketing purposes and may contact you regarding their services. For further details about Accurium and BGL, including details of their privacy policy, please see their website at www.accurium.com.au or www.bglcorp.com. If you do not wish us to do so, you can separately contact us at marketing@bglcorp.com.au or communications@accurium.com.au and request us not to do so, however such request must be made prior to 1:00 pm on 21 July 2022.  


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24 Nov 2022

Live Q&A

In this CPD accredited session we will discuss recent updates and issues, and answer your questions about SMSFs and retirement. Live Q&A Attendees will have the opportunity to submit questions to our team prior to the event and we will answer the most-voted-for questions via slido, as well as live questions that come through during the session.

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.

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Quarterly SMSF update

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