ECPI and the New Way


From 1 July 2017 actuarial valuations of funds for purposes of claiming exempt pension income has changed. Funds are now required to have an actuarial valuation for each and every period during the year when the fund is partly or fully in pension phase or at least one member has a total superannuation balance of more than $1.6 million and the fund wishes to claim exemption from tax on its pension assets. This session will explain when an actuarial certificate is required for a fund and the new complexities the changes in the rules will make to getting an actuarial certificate.

Webinar Learning Outcomes:
• Understand the new methodology that applies for calculating ECPI
• Determine the circumstances in which an actuarial certificate is required by an SMSF

Suited to:
Suited for any professional servicing SMSFs including advisers, accountants, auditors and practice support staff. This session is aimed at an intermediate to advanced level.   

Presenter Bio:
Phil La Greca, Executive Manager, SMSF Technical & Strategic Solutions for SuperConcepts. Philip is an accomplished SMSF technical expert and a sought-after media commentator on SMSF technical issues. He has over 30 years' experience working in specialist administration, technical and compliance roles with a variety of organisations, including AM Corporation and William Mercer.

Your webinar purchase includes:
• PowerPoint presentation
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter

What are the practical implications?

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.