2020-05: Practical insights on ECPI

In this session, Aaron Dunn and Rebecca Oakes, Technical Manager at Act2 Solutions take a practical approach to addressing the most common issues and strategy considerations around EPCI within an SMSF.

This session explores a range of topics including:

• Understanding the eligibility requirements for an SMSF to use the segregated method
• How ECPI is calculated for SMSFs will full non-retirement phase periods
• COVID-19 considerations, including tips and traps with capital losses
• An update on proposed ECPI measures expected to take effect from 1 July 2020

A highly interactive session, we encourage you to work through a range of the scenarios setup for attendees to help gain an understanding of these common scenarios and misconceptions.