Articles explaining current SMSF technical topics in an easy to understand format
TechDoc September 2019
Ability To Claim Ecpi When The Minimum Pension Standards Have Not Been Met
Just realised that an Account Based Pension has not met the Minimum Pension Standards? You still might be in luck.
TechDoc July 2019
Maximising Exempt Current Pension Income
Easy to understand strategies on how to maximise Exempt Current Pension Income (ECPI)
TechDoc May 2019
Does your SMSF require an actuarial certificate?
This quick and easy to use flowchart will help to decipher if your SMSF requires an actuarial certificate for the financial year in question
TechDoc February 2019
Meeting the minimum pension standards – 5 common mistakes
Failing to meet the minimum pension standard can result in loss of tax-exempt earnings. We have broken down the 5 most common mistakes we see calculating ECPI
TechDoc October 2018
Your ECPI checklist for 2017/18
Our easy-to-use checklist will take the headache out of making sure you are up to date with the ECPI changes effective 1 July 2017.
TechDoc August 2018
Important changes to Act2 actuarial certificates
In line with the ECPI changes that came into effect for the 2017/18 year, Act2 have added two important new sections to their actuarial certificates.
TechDoc July 2018
Transition to Retirement Income Streams: what has changed?
Are you aware of the changes to tax exemption on TRIS earnings effective 1 July 2017?
TechDoc May 2018
Deemed Segregation: The Beginner's Guide
This is the first of several articles we will release to get you up to speed with the deemed segregation rules effective 1 July 2017, and how they affect ECPI.
TechDoc April 2018
Is your SMSF eligible to use the segregated method?
Using the unsegregated or segregated method for the purpose of claiming Exempt Current Pension Income (ECPI) will no longer be a choice for some SMSFs