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 SMSF annual return. Class Super’s Technical Compliance Manager, Kevin Zhang will then explain how the Class SMSF administration platform assists accountants and administrators correctly apply the rules for claiming ECPI.
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 we will answer the most-voted-for questions during the session.
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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.