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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9 Aug 2022

Actuarial certificates for ECPI through Class

This session will assist you in understanding the new ECPI choice legislation and what this means for claiming ECPI when a fund has periods solely in retirement phase. Accurium’s SMSF Technical Services Manager, Melanie Dunn will equip you with the technical knowledge required to know how and when a fund can claim ECPI in the…

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.

18 Jul 2022

Beware of the effect of ECPI on deductions

One of the significant benefits of starting a retirement phase pension is the tax free status of the income associated with the pension, referred to as exempt current pension income or ECPI. Whilst the rules for how an SMSF can calculate and claim ECPI have changed from the 2021-22 income year, where an SMSF has ECPI it needs to be aware of the affect a claim for ECPI may have on fund income tax deductions.