Powered by MOMENTUM MEDIA
SMSF adviser logo
subscribe to our newsletter

Navigating the latest ECPI changes with SMSF clients

rebecca oakes
Robyn Tongol
09 March 2022 — 1 minute read

Rebecca Oakes from Act2 Solutions guides SMSF professionals through the finer details of the latest legislative changes to exempt current pension income (ECPI) and what needs to be considered for clients.

SMSF technical manager Rebecca provides an explanation of what kind of analysis needs to be done for clients who are able to choose which method they will use to claim ECPI and how different circumstances can change the tax outcomes by using a detailed example.

She also highlights some of the opportunities and forward planning that can be undertaken for clients in relation to ECPI.

Aaron Dunn and Miranda Brownlee also discuss the recent regulations that were registered and other big news happening in the industry. 

 

Advertisement
Advertisement

 

 

 

 

 

 

 

 

 

 

 

 

Navigating the latest ECPI changes with SMSF clients
rebecca oakes
smsfadviser logo
join the discussion

SUBSCRIBE TO THE
SMSF ADVISER BULLETIN

Get the latest news and opinions delivered to your inbox each morning

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.