shopping_cart

Your shopping cart is empty

The ultimate guide to understanding ECPI and segregation presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • a fund which always has a non-retirement phase account during the year
  • a fund which is solely in retirement phase over the entire year
  • a fund which has periods where it is solely in retirement phase but at other times also has a non-retirement phase account
  • a fund with assets elected to be segregated.

Author profile

Melanie Dunn
Photo of author, Melanie Dunn Melanie Dunn is a qualified actuary specialising in global retirement income systems. She heads up SMSF retirement specialist Accurium’s Technical Services capabilities, making regular contributions to the Accurium Technical Hub and webinars. Melanie’s passion for SMSFs and retirement has seen her develop into a thought leader and highly sought-after speaker with extensive knowledge of Australia’s SMSF retirement system, best practices and legislation. - Current at 22 October 2019
Click here to expand/collapse more articles by Melanie Dunn.

 

This was presented at 2019 National Superannuation Conference .

Get a 20% discount when you buy all the items from this event.

Individual sessions

The ultimate guide to understanding ECPI and segregation

Author(s):  Melanie Dunn

Materials from this session:

Legislative and reform update - SMSFs

Author(s):  Peter BURGESS

Materials from this session:

Tips, traps and strategies for pension commencement

Author(s):  Jemma SANDERSON

Materials from this session:

Superannuation death benefits – Recent cases and thinking

Author(s):  Peter BOBBIN

Materials from this session:

Economic outlook: Implications for superannuation industry

Author(s):  Craig James

Materials from this session:

Further details about this event:

 

Copyright Statement