ECPI Changes – Getting the best outcome for your clients

The 2022 changes create a tax planning opportunity for your clients. Do you know what needs to be done?

The exempt current pension income (ECPI) rule changes came into effect from 1 July 2021, meaning these changes need to be applied in the work that you carry out this financial year (for the first time).

This practical & pragmatic webinar has been designed to take you through these recent changes and show you how you can get the best outcomes for your clients not only this year, but when it may matter most in the years ahead.

We will cover:

• How the recent changes work in different client scenarios
• How the different calculation methods need to be applied
• Why preserving capital losses has become so important
• The administration processes that need to be followed

Learning Outcomes:

Attendees of this webinar will walk away with:

• An in-depth understanding of the new rules and the different calculation methods required.
• The ability to identify clients that are affected by these changes.
• The knowledge to apply these recent changes in the most appropriate way; and
• Strategies to get the best outcomes for your clients.

Suited to:

All SMSF Accountants, SMSF Administrators and SMSF Advisors.

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz