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The ultimate guide to understanding ECPI and segregation paper

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

This paper covers:

  • the ultimate guide to understanding ECPI and segregation 
  • is an actuarial certificate required for the 2018-19 financial year?
  • Article 1: what is segregation?
  • Article 2: disregarded small fund assets
  • Article 3: technical guide to the deductibility of expenses in an SMSF.

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
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This was presented at 2019 National Superannuation Conference .

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Economic outlook: Implications for superannuation industry

Author(s):  Craig James

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