Navigating the latest ECPI changes with SMSF clients
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.
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