Success takes a team and we’re all in

Get the ECPI Playbook to take control of the game

Just like a championship team relies on its playbook, in the ECPI Playbook, our technical experts break down the complexities of Exempt Current Pension Income (ECPI) into clear, actionable insights. 

What’s inside?

  • Easy to understand explanation of the methods available for claiming ECPI
  • Practical strategies and tips to maximise ECPI and minimise taxable income of the SMSF
  • Guidance on when to use the proportionate vs. segregated method, as well as ECPI choice
  • Real-world examples showing the impact of the disregarded small fund asset rule

MEET THE TEAM

At Accurium, an actuarial certificate is more than just numbers – it’s about ensuring compliance, optimising outcomes, and offering hands on support. When you call us, you will speak directly to an expert in SMSF pensions, ECPI, and segregation strategies. We are passionate about helping accountants stay informed and ahead of the game. Our team deliver practical, strategic SMSF articles and training tailored to real-world applications.

You get more than just actuarial certificates

When you choose Accurium, you are not just accessing a service – you’re joining a powerhouse team dedicated to streamlining your actuarial certificate compliance and delivering real value beyond the transaction.

Our actuarial certificates are designed for seamless ordering, rapid turnaround, and precision you can trust. With an intuitive online portal, integrations with BGL, Class Super, and SuperMate, and expert oversight, we make compliance effortless so you can focus on delivering value to your clients.

As part of our commitment to your success, actuarial certificate clients receive:

free ECPI technical support

Receive tailored, expert guidance to confidently navigate complex SMSF scenarios.

free SMSF CPD webinars

Stay ahead with expert insights and keep your knowledge up to date all year round.

Free amendments

Enjoy hassle-free updates to your actuarial certiifcates when your clients’ circumstances change.

Access to actuaries

Speak directly to our actuaries who are passionate and knowledgeable SMSF experts.

ORDER with ease

Order direct through our user-friendly portal or via data feeds for fast and accurate certificates.

SCORE YOUR ECPI PLAYBOOK TODAY

Take control of the game and master ECPI with confidence, enter your details to download the playbook below.

Thank you! Please click the button below to download your copy of the ECPI Playbook. We hope you find it a valuable resource to help navigate the complexities of exempt current pension income and make confident, informed decisions for your SMSF clients.

If you have any questions or would like to explore our technical support or training services further, we’re here to help.