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Navigate the new ECPI rules with A.S.A.P.

Download our article

The ATO have added a substantial level of complexity to the calculation of exempt current pension income for SMSFs. This article covers the new changes to segregation, the disregarded small fund asset rules, transition to retirement income streams and walks you through how to use your tax exempt percentage.

Use our online wizard

Use our actuarial certificate wizard to help guide you through the changes. In a short 3 minute questionnaire, the wizard tells you:

– whether an actuarial certificate is required
– whether your fund is eligible to use the segregated method for claiming ECPI
– guidance on the different components of your ECPI under the new rules, and
– instructions on how to fill out the ECPI section of the 2017/18 SMSF annual return

If you have any queries or require more information, please call the A.S.A.P. support team on 03 6240 1575.