Special SMSF Masterclass - Getting the most out of ECPI

Special SMSF Masterclass - Getting the most out of ECPI

Special SMSF Masterclass - Getting the most out of ECPI for your clients

By SuperConcepts

Date and time

Mon, 25 Oct 2021 6:00 PM - 8:00 PM PDT

Location

Online

Refund Policy

Contact the organiser to request a refund.
Eventbrite's fee is nonrefundable.

About this event

LIMITED OFFER: Register now & 2 of your team attend for the price of 1

Webinar date: Tues 26 Oct | 12:00 PM - 2:00 PM AEDT

We often see missed opportunities when it comes to Exempt Current Pension Income (ECPI) in relation to investment disposals. The ATO’s approach to deemed segregation, however, can offer opportunities not widely considered.

In this special 2 hour masterclass your trainer, Anthony Cullen, will take you through strategies you can implement to maximise ECPI for your clients.

Using multiple case studies that showcase real life scenarios you may face when advising your clients, learn more about commonly misunderstood areas and their impact on ECPI such as;

- claiming deductions for expenses

- disregarded small fund assets

- understanding segregation for periods rather the financial years

To assist with your learning time has been dedicated for a Q&A session.

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