ECPI & Segregation – Thinking Strategically
Description
Attend and earn 1 CPD hour
The super reforms coupled with a new ATO interpretation has significantly changed the landscape for how exempt current pension income (ECPI) for SMSFs in retirement phase is claimed. Decisions you make now can have a significant impact on ECPI in the 2019 annual return, including the size of exempt income, the administrative effort required to claim it, and even when all the information will be available to actually complete the annual return. In this webinar we will explain the new ATO view on segregation and what this means for administration of SMSFs in retirement phase, and highlight what you need to be aware of when claiming ECPI going forwards. We will use case studies to show how you can think strategically to assist your clients navigate the new rules.
Presented by Melanie Dunn SSA™ FIAA, SMSF Technical Services Manager, Actuary, Accurium